# Chatham Service Bureau, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bradley-dixie-company-401k-plan

> Chatham Service Bureau, INC.'s 401(k) plan: 369 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chatham Service Bureau, INC.

- **Sponsor EIN:** 580958295

- **Sponsor Address:** 100 RIVERVIEW DRIVE SUITE 301, SAVANNAH, GA, 31404

- **Plan Type:** 401(k)

- **Total Participants:** 369

- **Total Assets:** $57.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|369|$57.3M|$873,182|$2.7M|

| 2023|358|$51.4M|$874,543|$2.5M|

| 2022|345|$49.2M|$780,205|$2.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$66,637|—|$66,637|

| INDEPENDENT ADVISOR ALLIANCE|CONSULTANT|$41,765|$112|$41,877|

| BAKER TILLY, US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY, US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $108,514

- **Estimated Expense Ratio:** 0.189% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$108,402|$14,960|$66,637|—|—|

| 2023|$102,538|$14,162|$69,131|—|—|

| 2022|$100,152|$3,750|$96,402|—|—|

## Similar Plans

- [Royal Oak Enterprises](https://planprovider.pro/companies/royal-oak-enterprises-llc-401k-plan) — 665 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bradley-dixie-company-401k-plan)

© 2026 PlanProvider.Pro