How big is C&B Operations, LLC's plan?

C&B Operations, LLC's plan reported $68.9M in assets and 980 participants for 2024.

Original filing (PDF)20251013090710NAL0002247058001

C&B Operations, LLC

Name: C&B Operations, LLC — C&B Operations, LLC Retirement, Form 5500 (2024)
Creator: C&B Operations, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

C&B Operations, LLC Retirement Savings Plan

401(k) retirement plan · C&B Operations, LLC's C&B Operations, LLC Retirement Savings Plan held $68.9M in plan assets for 980 participants in 2024, with Principal as recordkeeper.

Active participants

980

Accounts w/ balance

1,142

Plan assets (EOY)

$68.9M

Net assets (EOY)

$68.9M

People on this filing

Laura Roemen signed C&B Operations, LLC's 2024 Form 5500 as plan administrator.

Laura Roemen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

C&B Operations, LLC's EIN is 41-1992021.

EIN 41-1992021

Plan number 001

Plan year 2024

ACK ID 20251013090710NAL0002247058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C&B Operations, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C&B Operations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C&B OPERATIONS, LLC.

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How this plan invests

This plan

5 pooled trusts

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

C&B OPERATIONS, LLC

EIN

all filings

Address

30965 US HWY 212 · GETTYSBURG, SD · 574428709

Phone

(800) 333-3658

Industry

Retail Trade

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$297K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

Other service providers

Investments

35 direct securities · 5 pooled funds· $57.4M(83% of reported assets)

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.

Common Collective Trusts

$34.6M

10 holdings

Mutual Funds

$13.9M

21 holdings

Pooled Separate Account

$8.8M

5 holdings

Other securities

$81K

3 holdings

Real Estate

$26K

1 holding

					% of plan
iShares MSCI EAFE Int. Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$8.6M	12.5%
Fidelity US Bond Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$7.4M	10.7%
PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133	Pooled Separate Account	—	—	$5.6M	8.1%
Vanguard Value Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$5.4M	7.8%
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$3.9M	5.6%
PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005	Pooled Separate Account	—	—	$3.2M	4.6%
American Funds Target Date Ret. 2045 Fund Mutual Fund N/A	Mutual Funds	—	—	$3.1M	4.5%
Fidelity Mid Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$2.3M	3.3%
Vanguard Mid Cap Value Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$2.1M	3.0%
Vanguard Mid Cap Growth Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.7M	2.4%
American Funds Target Date Ret. 2035 Fund Mutual Fund N/A	Mutual Funds	—	—	$1.7M	2.4%
American Funds Growth Fund of America Mutual Fund N/A	Mutual Funds	—	—	$1.4M	2.0%
American Funds Target Date Ret. 2050 Fund Mutual Fund N/A	Mutual Funds	—	—	$1.3M	1.9%
American Funds Target Date Ret. 2040 Fund Mutual Fund N/A	Mutual Funds	—	—	$1.2M	1.8%
Vanguard Small Cap Value Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.2M	1.7%
Schwab Small Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.2M	1.7%
American Funds Target Date Ret. 2060 Fund Mutual Fund N/A	Mutual Funds	—	—	$1.0M	1.5%
American Funds Target Date Ret. 2030 Fund Mutual Fund N/A	Mutual Funds	—	—	$996K	1.4%
Vanguard Small Cap Growth Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$964K	1.4%
American Funds Target Date Ret. 2055 Fund Mutual Fund N/A	Mutual Funds	—	—	$638K	0.9%
American Funds Target Date Ret. 2065 Fund Mutual Fund N/A	Mutual Funds	—	—	$600K	0.9%
American Funds Target Date Ret. 2025 Fund Mutual Fund N/A	Mutual Funds	—	—	$408K	0.6%
American Funds New Perspective Fund Mutual Fund N/A	Mutual Funds	—	—	$339K	0.5%
American Funds Investment Co. of America Mutual Fund N/A	Mutual Funds	—	—	$306K	0.4%
American Funds Small Cap World Fund Mutual Fund N/A	Mutual Funds	—	—	$205K	0.3%
American Funds American Balanced Fund Mutual Fund N/A	Mutual Funds	—	—	$175K	0.3%
American Funds Fundamental Investors Fund Mutual Fund N/A	Mutual Funds	—	—	$174K	0.3%
American Funds EuroPacific Growth Fund Mutual Fund N/A	Mutual Funds	—	—	$133K	0.2%
American Funds Washington Mutual Investors Mutual Fund N/A	Mutual Funds	—	—	$112K	0.2%
American Funds Income Fund of America Mutual Fund N/A	Mutual Funds	—	—	$48K	<0.1%
DFA Emerging Markets Fund Mutual Fund N/A	Mutual Funds	—	—	$48K	<0.1%
(E)	Other securities	—	$48K	$48K	<0.1%
PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137	Pooled Separate Account	—	—	$45K	<0.1%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	—	—	$26K	<0.1%
Securities Separate Account Pooled Separate Account N/A	Real Estate	—	—	$26K	<0.1%
American Funds Target Date Ret. 2010 Fund Mutual Fund N/A	Mutual Funds	—	—	$18K	<0.1%
(E)	Other securities	—	—	$18K	<0.1%
(E)	Other securities	—	—	$15K	<0.1%
PIMCO International Bond Fund Mutual Fund N/A	Mutual Funds	—	—	$15K	<0.1%
PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027	Pooled Separate Account	—	—	$6K	<0.1%