Plan Snapshot
- Plan Sponsor: Cbj Associates INC
- Sponsor EIN: 521563084
- Sponsor Address: 18500 VON KARMAN AVE STE 150, IRVINE, CA, 926120508
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 91 | $9.0M | $0 | $595,023 |
| 2023 | 98 | $9.3M | $0 | $664,537 |
| 2022 | 88 | $8.0M | $0 | $592,205 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $18,986 | — | $18,986 |
| CAMBRIDGE INVESTMENT RESEARCH | ADVISOR | $16,433 | — | $16,433 |
| HUTCHINSON & BLOODGOOD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- HUTCHINSON & BLOODGOOD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,419
- Estimated Expense Ratio: 0.394% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $37,459 | $17,848 | $18,751 | — | — |
| 2023 | $37,595 | $16,894 | $19,841 | — | — |
| 2022 | $32,070 | $16,443 | $15,627 | — | — |