Plan Snapshot
- Plan Sponsor: Cbl & Associates Management, INC.
- Sponsor EIN: 621542279
- Sponsor Address: 2030 HAMILTON PLACE BLVD, STE 500, CHATTANOOGA, TN, 374216000
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $79.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 450 | $79.5M | $951,649 | $3.3M |
| 2023 | 450 | $75.8M | $919,025 | $3.1M |
| 2022 | 461 | $66.9M | $873,877 | $2.9M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING | CONSULTING | $91,237 | — | $91,237 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $39,450 | — | $39,450 |
| MAULDIN & JENKINS, LLC | ACCOUNTING | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING — CONSULTING
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- MAULDIN & JENKINS, LLC — ACCOUNTING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,187
- Estimated Expense Ratio: 0.184% 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 | $146,187 | $91,237 | — | — | — |
| 2023 | $202,494 | $88,969 | — | — | — |
| 2022 | $185,002 | $87,513 | — | — | $14,000 |