Plan Snapshot
- Plan Sponsor: Cbt Management LLC
- Sponsor EIN: 814465960
- Sponsor Address: 675 VFW PKWY, CHESTNUT HILL, MA, 024673656
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $135,091
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 | 20 | $135,091 | $3,321 | $12,871 |
| 2023 | 6 | $139,606 | $12,421 | $27,418 |
| 2022 | 123 | $117,171 | $14,495 | $77,644 |
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 |
|---|---|---|---|---|
| FM FINANCIAL SERVICES LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,290 | $73 | $5,217 | — | — |
| 2023 | $6,464 | $66 | $6,398 | — | — |
| 2022 | — | — | — | — | — |