CGB Enterprises 401(k) match, vesting and fees
What CGB Enterprises' 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Bourgeois Bennett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| CGB Enterprises: employer contribution per participant | $5,560 | |
| Peer median | $2,066 |
| CGB Enterprises: average balance | $144,508 | |
| Peer median | $77,876 |
| CGB Enterprises: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.14% |
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 $344M at the end of plan year 2021 to $335M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,421 | $335M | $12.9M | $5,560 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 2,485 | $317M | $11.6M | $4,798 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 2,451 | $291M | $11.2M | $4,715 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 2,508 | $344M | $11.5M | $4,811 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does CGB Enterprises match 401(k) contributions?
The match terms for the Cgb Enterprises, Inc. 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $12.9M in employer contributions, about $5,560 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the CGB Enterprises 401(k) match vested?
The vesting schedule for the Cgb Enterprises, Inc. 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the CGB Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Cgb Enterprises, Inc..
I left CGB Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cgb Enterprises, Inc., (985) 867-3500) or the recordkeeper, Empower Annuity Insurance Company. The CGB Enterprises old 401(k) page lists the contacts from every plan filing. Find an old CGB Enterprises 401(k)
Data from the public Form 5500 annual reports CGB Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 CGB Enterprises. Not financial advice. Report a correction · Methodology