Department of Labor filing

CBP MANAGER, LLC

CBP MANAGER, LLC · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

66filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$1,550

Reported employer contributions per active participant.

Higher than about 89% of comparable plans
#People in the filing
149

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$186 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 13% of comparable plans
Investment performance
Not available

Plan assets changed 24.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202466out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions89th percentileTypical peer $592 · based on 271 comparable plans
Lower reported administrative expense13th percentileTypical peer $74 · based on 306 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CBP MANAGER, LLC reported $230,884 in employer contributions across the plan and 149 active participants. That works out to $1,550 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy79%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 8.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 5.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context66/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$230,884
Participant contributions
$353,288
Other contributions
Not reported
Employer share of reported contributions
39.5%
Beginning assets
$1,525,082
Ending assets
$1,900,579
Ending net assets
$1,896,165
Ending liabilities
$4,414
Total income
$815,350
Total expenses
$444,267
Administrative expenses
$39,522
Participant loans
$123,930

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,425
2023
$1,463
2024
$1,550
Plan-paid administrative expenses per participant
2022
$197
2023
$225
2024
$186
Active participants
2022
91
2023
100
2024
149
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,5501491.9M20250808051451NAL0004157985001
2023$1,4631001.5M20241013102319NAL0049128642001
2022$1,425911M20240401131509NAL0005567635001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
6.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
871560250-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 1, 2021
Industry
Accommodation and food services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250808051451NAL0004157985001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗