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Original filing (PDF)20250916144321NAL0001365379001
CBA TRANSITION HOLDINGS LLC DBA CBATH
Form 5500
FILING_RECEIVED
CBA TRANSITION HOLDINGS LLC 401(K) PLAN
401(k) retirement plan
Active participants
170
Accounts w/ balance
233
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CBA TRANSITION HOLDINGS LLC DBA CBATH.
Plan sponsor
Name
CBA TRANSITION HOLDINGS LLC DBA CBATH
EIN
86-2679611
Address
18010 BLUE RIDGE SHORES DRIVE · CYPRESS, TX · 77433
Phone
(832) 526-8219
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EEPB
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $3K | — |
| THE RETIREMENT ADVANTAGE INC | 39-1816008 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILLTOP SECURITIES INC | 75-1382137 | — | INVESTMENT ADVISORY - PL | $532 | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY - PL | $121 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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