Plan Snapshot
- Plan Sponsor: Christian Brothers Automotive Corporation
- Sponsor EIN: 760020837
- Sponsor Address: 17725 KATY FREEWAY, STE. 200, HOUSTON, TX, 77094
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $15.3M
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 | 160 | $15.3M | $995,553 | $1.4M |
| 2023 | 162 | $11.9M | $818,916 | $1.3M |
| 2022 | 148 | $8.8M | $833,349 | $1.2M |
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 |
|---|---|---|---|---|
| BAKER TILY, US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILY, US LLP — Auditor
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 | $32,739 | $23,667 | $7,947 | — | — |
| 2023 | $30,942 | $28,085 | $2,857 | — | — |
| 2022 | $26,382 | $23,954 | $2,428 | — | — |