James Harris signed CBA Transition Holdings LLC DBA Cbath's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CBA Transition Holdings LLC DBA Cbath's EIN is 86-2679611.
Download the official 2024 Form 5500 (PDF) for CBA Transition Holdings LLC DBA Cbath from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CBA Transition Holdings LLC DBA Cbath's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $3K | — |
| THE RETIREMENT ADVANTAGE INC | 39-1816008 | — | RECORDKEEPER | $2K | — |
| 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 | — |
