Plan Snapshot
- Plan Sponsor: Cgb Enterprises, INC.
- Sponsor EIN: 721239162
- Sponsor Address: 1127 HIGHWAY 190, COVINGTON, LA, 70433
- Plan Type: 401(k)
- Total Participants: 1,647
- Total Assets: $335.3M
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 | 1,647 | $335.3M | $12.9M | $13.4M |
| 2023 | 1,588 | $316.8M | $11.6M | $12.4M |
| 2022 | 1,522 | $291.5M | $11.2M | $11.6M |
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 |
|---|---|---|---|---|
| BOURGEOIS BENNETT, 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 | $433,458 | $1,369 | — | — | — |
| 2023 | $281,683 | — | $260,959 | $15,250 | — |
| 2022 | $378,977 | — | $265,459 | — | $98,750 |