How big is CBT Management LLC's plan?

CBT Management LLC's plan reported $151K in assets and 10 participants for 2025.

Original filing (PDF)20260513115851NAL0015211154001

CBT Management LLC

Name: CBT Management LLC — CBT Management LLC 401(k), Form 5500 (2025)
Creator: CBT Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CBT Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CBT Management LLC's CBT Management LLC 401(k) Profit Sharing Plan & Trust held $151K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

113

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

People on this filing

Edward Rojas signed CBT Management LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

CBT Management LLC's EIN is 81-4465960.

EIN 81-4465960

Plan number 001

Plan year 2025

ACK ID 20260513115851NAL0015211154001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CBT Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CBT Management 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 CBT MANAGEMENT LLC.

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

CBT MANAGEMENT LLC

EIN

all filings

Address

675 VFW PKWY · CHESTNUT HILL, MA · 024673656

Phone

(888) 623-8687

Industry

Other Services (ex. Public Admin)

Plan administrator