Original filing (PDF)20230706105521NAL0018526496001

CBI SERVICES, LLC

Name: CBI SERVICES, LLC — CB&I CLEARFIELD, INC. 401(K) PROFIT SHARING PLAN FOR CERTIFIED METAL TRADES JOURNEYMEN, Form 5500 (2022)
Creator: CBI SERVICES, LLC

Form 5500

FILING_RECEIVED

CB&I CLEARFIELD, INC. 401(K) PROFIT SHARING PLAN FOR CERTIFIED METAL TRADES JOURNEYMEN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

7 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CBI SERVICES, LLC.

Plan sponsor

Name

CBI SERVICES, LLC

EIN

36-3369071

Address

915 N. ELDRIDGE PARKWAY · HOUSTON, TX · 77079

Phone

(281) 870-5243

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-10-14

Filed

2023-07-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

7 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001	Common Collective Trust	$0	—
VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001	Common Collective Trust	$0	—
VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001	Common Collective Trust	$0	—
VANGUARD TARGET 2015 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083953 / PN 001	Common Collective Trust	$0	—
VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001	Common Collective Trust	$0	—
VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001	Common Collective Trust	$0	—
VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001	Common Collective Trust	$0	—

1–7 of 7

Related plans

Similar-size Manufacturing plans

FLOUR CITY BENDING, INC.

FLOUR CITY BENDING, INC. 401K & PSP

R & M MANUFACTURING CO., LLC

R & M MANUFACTURING CO., LLC 401(K) SAVINGS PLAN

BLACK-HAWK, INC.

BLACK-HAWK, INC. 401(K) PLAN

$0 · 14 participants

ALLIANCE MACHINE & FABRICATION, LLC

ALLIANCE MACHINE & FABRICATION, LLC 401(K) RETIREMENT PLAN

FLEETWOOD ALUMINUM PRODUCTS, INC.

FLEETWOOD ALUMINUM PRODUCTS, INC. PROFIT SHARING PLAN