Retirement plan

CBN 401(K) RETIREMENT PLAN

Name: THE CHRISTIAN BROADCASTING NETWORK, INC. - CBN 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: THE CHRISTIAN BROADCASTING NETWORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CBN 401(K) RETIREMENT PLAN, THE CHRISTIAN BROADCASTING NETWORK, INC.

THE CHRISTIAN BROADCASTING NETWORK, INC.EIN 54-0678752Plan #002PY 2025

977 CENTERVILLE TURNPIKE - VIRGINIA BEACH, VA 23463757-226-3872cbn.orgLinkedIn1001-5000 employeesreligious institutions

Prospect flagsLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$110.4M

+10.0% from 2024

Total participants

1,358

-10.1% from 2024

Average account balance

$101,587

+9.7% from 2024

Annual return

18.03%

+2.75 pp from 2024

Benchmarks

See 1,537 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,537 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$110.42M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

1,087

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.

74.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+18.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH8 years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085	Advisory (Plan)	$22,000
PB MARES4 years Service code 10 · EIN 54-0737372	Accounting	$13,000
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$7,639
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	-$39,237

Plan features & details

Pension benefit codes2T3H2E2F2G2J2K3D2R

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$3K

$3 / participant

Investment mgmt$16K492.1%

% of EOY assets

0.003%

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: PBMARES, LLP
Auditor EIN: 540737372
Audit fees: $13,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$101,587

$103,975-2.3%

$96,576+5.2%

$103,975-2.3%

Participation rate

74.2%

72.5%+1.6pp

81.4%-7.3pp

72.5%+1.6pp

Annual return

18.03%

19.41%-1.4pp

38.47%-20.4pp

19.41%-1.4pp

Employer contribution / active EE

$3,722-100.0%

$3,553-100.0%

$3,722-100.0%

Participant deferral / active EE

$3,305

$5,343-38.1%

$7,956-58.5%

$5,343-38.1%

Admin fee / account holder

$332-99.1%

$11,381-100.0%

$332-99.1%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH8 years

Filed as: MERRILL LYNCH

Service code 27 · EIN 13-5674085

Advisory (Plan)

$22,000

PB MARES4 years

Service code 10 · EIN 54-0737372

Accounting

$13,000

STRATEGIC ADVISORS, INC.2 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$7,639

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$39,237

CBN 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CBN 401(K) RETIREMENT PLAN

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