How big is CB Direct LLC's plan?

CB Direct LLC's plan reported $784K in assets for 2024.

Original filing (PDF)20260130121352NAL0005256433001

CB Direct LLC

Name: CB Direct LLC — CB Direct LLC 401(k) Profit Sharing, Form 5500 (2024)
Creator: CB Direct LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CB Direct LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CB Direct LLC's CB Direct LLC 401(k) Profit Sharing Plan & Trust reported $784K in plan assets in 2024.

Signals · 1

Late filing · 2.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$784K

Net assets (EOY)

$784K

People on this filing

Jonathan Hernandez signed CB Direct LLC's 2024 Form 5500 as plan administrator.

Jonathan Hernandez — 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

CB Direct LLC's EIN is 47-4800615.

EIN 47-4800615

Plan number 001

Plan year 2024

ACK ID 20260130121352NAL0005256433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CB Direct LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CB Direct LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off