Cba Transition Holdings LLC DBA Cbath 401(k) match, vesting and fees
What Cba Transition Holdings LLC DBA Cbath's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions, | Schedule C ↗ |
| Independent auditor | Eepb (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Cba Transition Holdings LLC DBA Cbath: employer contribution per participant | $1,298 | |
| Peer median | $2,521 |
| Cba Transition Holdings LLC DBA Cbath: average balance | $4,986 | |
| Peer median | $75,833 |
| Cba Transition Holdings LLC DBA Cbath: admin expenses ÷ assets | 3.45% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $711K at the end of plan year 2023 to $1.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 282 | $1.2M | $302K | $1,298 | 3.45% | Not published | Form 5500 ↗ |
| 2023 | 218 | $711K | $263K | $1,365 | 2.61% | Not published | Form 5500 ↗ |
Common questions
Does Cba Transition Holdings LLC DBA Cbath match 401(k) contributions?
The match terms for the Cba Transition Holdings LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $302K in employer contributions, about $1,298 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cba Transition Holdings LLC DBA Cbath 401(k) match vested?
The vesting schedule for the Cba Transition Holdings LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cba Transition Holdings LLC DBA Cbath 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions,. The plan administrator is Cba Transition Holdings LLC DBA Cbath.
I left Cba Transition Holdings LLC DBA Cbath. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cba Transition Holdings LLC DBA Cbath, (832) 526-8219) or the recordkeeper, Transamerica Retirement Solutions,. The Cba Transition Holdings LLC DBA Cbath old 401(k) page lists the contacts from every plan filing. Find an old Cba Transition Holdings LLC DBA Cbath 401(k)
Data from the public Form 5500 annual reports Cba Transition Holdings LLC DBA Cbath filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cba Transition Holdings LLC DBA Cbath. Not financial advice. Report a correction · Methodology