How big is C & B Holding Company, Inc. DBA Braun Electric COM's plan?

C & B Holding Company, Inc. DBA Braun Electric COM's plan reported $7.1M in assets and 40 participants for 2024.

Original filing (PDF)20250828130038NAL0010485729001

C & B Holding Company, Inc. DBA Braun Electric COM

Name: C & B Holding Company, Inc. DBA Braun Electric COM — Form 5500 Plan 002 (2024)
Creator: C & B Holding Company, Inc. DBA Braun Electric COM
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Braun Electric Company, Inc. 401(k) Plan

401(k) retirement plan · C & B Holding Company, Inc. DBA Braun Electric COM's Braun Electric Company, Inc. 401(k) Plan held $7.1M in plan assets for 40 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Brenda Eakin signed C & B Holding Company, Inc. DBA Braun Electric COM's 2024 Form 5500 as plan administrator.

Brenda Eakin — 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 Holding Company, Inc. DBA Braun Electric COM's EIN is 77-0248488.

EIN 77-0248488

Plan number 002

Plan year 2024

ACK ID 20250828130038NAL0010485729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C & B Holding Company, Inc. DBA Braun Electric COM from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C & B Holding Company, Inc. DBA Braun Electric COM'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 C & B HOLDING COMPANY, INC. DBA BRAUN ELECTRIC COM.

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How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

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

Plan health score

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

C & B HOLDING COMPANY, INC. DBA BRAUN ELECTRIC COM

EIN

all filings

Address

3000 EAST BELLE TERRACE · BAKERSFIELD, CA · 93307

Phone

(661) 663-1451

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

3H · Sponsor in controlled / affiliated group

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WEALTH TEAMS ALLIANCE INC	46-1648878	—	ADVISOR	$32K	—

Investments

34 direct securities · 1 pooled fund· $7.1M(100% 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.

Mutual Funds

$7.0M

31 holdings

Bonds / Notes

$122K

1 holding

Other securities

$20K

2 holdings

Common Collective Trust

$15K

1 holding

					% of plan
Fidelity Advisor Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	17.2%
Fidelity Advisor Freedom 2050 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	16.3%
Fidelity Advisor Freedom 2045 Fund Mutual Fund	Mutual Funds	—	—	$1.0M	14.7%
Fidelity Advisor Freedom 2030 Fund Mutual Fund	Mutual Funds	—	—	$916K	12.9%
Fidelity Advisor Freedom 2025 Fund Mutual Fund	Mutual Funds	—	—	$651K	9.1%
Fidelity Advisor Freedom 2055 Fund Mutual Fund	Mutual Funds	—	—	$582K	8.2%
Fidelity Advisor Freedom 2020 Fund Mutual Fund	Mutual Funds	—	—	$274K	3.8%
Fidelity Advisor Freedom 2035 Fund Mutual Fund	Mutual Funds	—	—	$246K	3.4%
Fidelity Advisor Freedom 2015 Fund Mutual Fund	Mutual Funds	—	—	$210K	2.9%
Fidelity Advisor Freedom 2060 Fund Mutual Fund	Mutual Funds	—	—	$140K	2.0%
Participant loans 4.25% - 9.50% -0-	Bonds / Notes	—	—	$122K	1.7%
Fidelity Advisor Growth Opportunities Fund Mutual Fund	Mutual Funds	—	—	$116K	1.6%
Fidelity Advisor Freedom 2010 Fund Mutual Fund	Mutual Funds	—	—	$110K	1.5%
Fidelity Advisor Large Cap Fund Class I Mutual Fund	Mutual Funds	—	—	$64K	0.9%
Fidelity Advisor Freedom Income Mutual Fund	Mutual Funds	—	—	$45K	0.6%
Fidelity Advisor Mid Cap II Fund Class I Mutual Fund	Mutual Funds	—	—	$37K	0.5%
Fidelity Advisor Freedom 2065 Fund Mutual Fund	Mutual Funds	—	—	$24K	0.3%
Fidelity Advisor Equity Income Fund Mutual Fund	Mutual Funds	—	—	$24K	0.3%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$17K	0.2%
Fidelity Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$15K	0.2%
FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$15K	0.2%
T. Rowe Price International Value Equity Fund Advisor Class Mutual Fund	Other securities	—	—	$15K	0.2%
Fidelity Advisor International Cap Appreciation Fund Mutual Fund	Mutual Funds	—	—	$12K	0.2%
Fidelity Mid Cap Value Fund Mutual Fund	Mutual Funds	—	—	$10K	0.1%
Fidelity Advisor Value Strategies Fund Mutual Fund	Mutual Funds	—	—	$7K	0.1%
Franklin Global Allocation Fund Mutual Fund	Mutual Funds	—	—	$7K	0.1%
Fidelity Advisor Capital & Income I Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
BNY Mellon Equity Income Fund Class I Mutual Fund	Other securities	—	—	$5K	<0.1%
Pimco Total Return Instl Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Advisor Small Cap Fund Class I Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Fidelity Advisor New Insights Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Franklin High Income Adv Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Nuveen Real Estate Securities Fund Class I Mutual Fund ** 974 Nuveen Small Cap Growth Opp I Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Advisor Small Cap Value Fund Class I Mutual Fund ** 260 * Fidelity Advisor Strategic Income Fund Class I Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
American Funds New World R-6 Mutual Fund ** 609 Allspring SMID Cap Growth Fund Class Admin Mutual Fund	Mutual Funds	—	—	$1K	<0.1%