# Cbl & Associates Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cbl-associates-management-inc-401k-plan

> Cbl & Associates Management, INC.'s 401(k) plan: 450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — CONSULTING

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MAULDIN & JENKINS, LLC](https://planprovider.pro/provider/mauldin-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cbl-associates-management-inc-401k-plan)

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