Retirement plan

CJB RETIREMENT SAVINGS PLAN

Name: CJB CHEMICAL CORPORATION - CJB RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: CJB CHEMICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CJB RETIREMENT SAVINGS PLAN, CJB CHEMICAL CORPORATION

CJB CHEMICAL CORPORATIONEIN 46-1724571Plan #001PY 2024

P. O. BOX 1362 - VALDOSTA, GA 31603229-293-0800

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed May 7, 2026

Plan administrator

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PO Box 1362

Valdosta, GA 31603

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Plans declared (1)

CJB Companies Long Term Incentive Plan6 emp

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Total assets (EOY)

$6.9M

+29.1% from 2023

Total participants

171

+13.2% from 2023

Average account balance

$41,966

+12.7% from 2023

Annual return

15.65%

-4.81 pp from 2023

Benchmarks

See 1,845 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,845 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.92M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$42K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

165

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.65%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$146

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO INC. Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102	Advisory (Plan)	$20,177

Plan features & details

Pension benefit codes2E2J2K2F3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$24K

$168 / participant

Investment mgmt$24K100.0%

% of EOY assets

0.347%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ASSURANCE DIMENSIONS, LLC
Auditor EIN: 263429295
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,966

$78,636-46.6%

$105,607-60.3%

$74,459-43.6%

Participation rate

95.8%

72.8%+23.0pp

75.3%+20.5pp

67.2%+28.6pp

Annual return

15.65%

15.96%-0.3pp

116.11%-100.5pp

1369.70%-1354.1pp

Employer contribution / active EE

$3,794

$2,523+50.3%

$3,167+19.8%

$2,626+44.5%

Participant deferral / active EE

$4,059

$4,322-6.1%

$5,011-19.0%

$4,350-6.7%

Admin fee / account holder

$146

$2,220-93.4%

$10,958-98.7%

$1,945-92.5%

Provider

Service type

Compensation

STIFEL NICOLAUS & CO INC1 year

Filed as: STIFEL NICOLAUS & CO INC.

Service code 27

501 N BROADWAY · ST. LOUIS, MO 63102

Advisory (Plan)

$20,177

CJB RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CJB RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion