# Corporate Professional Business Services INC. 401(k) Plan
Source: https://planprovider.pro/companies/corporate-professional-business-services-inc-plan

> Corporate Professional Business Services INC.'s 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Corporate Professional Business Services INC.

- **Sponsor EIN:** 061467717

- **Sponsor Address:** 20 YORK STREET, NEW HAVEN, CT, 065040000

- **Plan Type:** 401(k)

- **Total Participants:** 91

- **Total Assets:** $35.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|91|$35.9M|$166,438|$385,102|

| 2023|91|$32.9M|$204,333|$433,122|

| 2022|105|$27.9M|$212,607|$502,313|

## 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 TILLY US, LLP|ACCOUNTANT/AUDITOR|$15,800|—|$15,800|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,800

- **Estimated Expense Ratio:** 0.044% 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|

| 2024|$19,992|—|—|$15,800|—|

| 2023|$41,738|—|—|$15,684|—|

| 2022|$28,560|—|—|—|—|

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