· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CBG & COMPANY, INC. — CBG & COMPANY, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250508143416NAL0012356433001
CBG & COMPANY, INC.
Form 5500-SF
FILING_RECEIVED
CBG & COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
15
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CBG & COMPANY, INC.
.
Find decision makers
Plan sponsor
Name
CBG & COMPANY, INC.
EIN
26-3860941
Address
14074 TRADE CENTER DR, SUITE 151 · FISHERS, IN · 46038
Phone
(317) 257-7400
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
VENCO VENTURO INDUSTRIES LLC
VENCO VENTURO INDUSTRIES LLC 401(K) SAVINGS PLAN
$3.2M · 78 participants
LAW OFFICES OF HAROLD LA FLAMME
LAW OFFICES OF HAROLD LA FLAMME 401(K) PLAN
$3.2M · 31 participants
SEDERA, INC.
SEDERA 401K PLAN
$3.2M
COMMONWEALTH OIL REFINING CO., INC.
COMMONWEALTH OIL REFINING CO., INC. 401(K) PLAN
$3.2M · 72 participants
SUSTAINABLE COMFORT, INC.
SUSTAINABLE COMFORT 401(K) PLAN
$3.2M · 45 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NOVAWALL SYSTEMS, INC.
NOVAWALL SYSTEMS, INC. 401(K) PLAN
$3.2M · 17 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
