PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CBH HOLDINGS, LLC
Sponsor portfolio

CBH HOLDINGS, LLC

EIN 20-5093858-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$13.3M assets
Welfare
0
Participants
14
9100 ARBORETUM PKWY, SUITE 255 - RICHMOND, VA 23236804-526-0544LinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$7.9M - 7 part#001401k-$5.5M - 7 part

Retirement portfolio analytics

2 plans aggregated / $13.3M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CASH BALANCE PLAN (#002)59%
  • LLC RETIREMENT PLAN (#001)41%
Total $13.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)7
  • LLC RETIREMENT PLAN (#001)7
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CBH HOLDINGS, LLC CASH BALANCE PLAN

CashBalance

Assets$7.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CBH HOLDINGS, LLC RETIREMENT PLAN

401k

Assets$5.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CBH HOLDINGS, LLC CASH BALANCE PLANCashBalance$7.9M72025
001CBH HOLDINGS, LLC RETIREMENT PLAN401k$5.5M72025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica