# Cbt Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/cbt-management-llc-401k-plan

> Cbt Management LLC's 401(k) plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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