# Cbj Associates INC 401(k) Plan
Source: https://planprovider.pro/companies/cbj-associates-inc-plan

> Cbj Associates INC's 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [HUTCHINSON & BLOODGOOD LLP](https://planprovider.pro/provider/hutchinson-and-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|—|—|

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