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)
- Plan Number: 002
- Total Participants: 168
- Total Assets: $152.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 168 | $152.5M | $0 | $0 |
| 2024 | 136 | $134.8M | $4.5M | $0 |
| 2023 | 130 | $96.3M | $5.0M | $0 |
| 2022 | 106 | $76.0M | $3.1M | $0 |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Other Service Provider | $26,775 | — | $26,775 |
| CALVETTI FERGUSON | Auditor | $16,050 | — | $16,050 |
| J HARRIS PROPERTIES, LLC | Custodian / Trustee | $15,000 | — | $15,000 |
| TRANSITION FINANCE STRATEGIES, LLC | Other Service Provider | $13,031 | — | $13,031 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,856
- Estimated Expense Ratio: 0.046% 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 |
|---|---|---|---|---|---|
| 2025 | $3,664,270 | — | — | — | — |
| 2024 | $45,486 | — | — | — | — |
| 2023 | $12,143 | — | — | — | — |
| 2022 | $404,384 | — | — | — | — |