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Original filing (PDF)20251014150147NAL0004326256001
CB FLOORING, LLC
Form 5500
FILING_RECEIVED
CB FLOORING, LLC 401K PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
145
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: METLIFE GAC SERIES 28632 (no filing on disk)]" is 100% of plan.
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CB FLOORING, LLC.
Plan sponsor
Name
CB FLOORING, LLC
EIN
52-2056353
Address
9515 GERWIG LANE · SUITE 130 · COLUMBIA, MD · 21046
Phone
(410) 381-5400
Industry
Wholesale Tradesee 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
2025-10-14
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)
Auditor
JM&M
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | SAN DIEGO, CA | BROKER | $24K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA BENEFITS CONSULTANTS, INC. | 52-1904735 | COLUMBIA, MD | THIRD PARTY ADMINISTRATO | $27K | — |
| AT RETIREMENT SERVICES | 62-0951563 | — | CONTRACT ADMIN | $5K | — |
Investments
1 pooled fund· $561K(4% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE GAC SERIES 28632 RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 008 | Common Collective Trust | — | — | $561K | 3.7% |
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