Plan Snapshot
- Plan Sponsor: Ch Emmaus, INC.
- Sponsor EIN: 821852345
- Sponsor Address: 144 GENESEE ST., 5TH FLOOR, BUFFALO, NY, 14203
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 213 | $8.0M | $162,387 | $389,443 |
| 2023 | 108 | $4.2M | $117,107 | $277,532 |
| 2022 | 207 | $3.9M | $130,879 | $322,149 |
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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,534 | $740 | — | — | — |
| 2023 | $1,362 | $737 | — | — | — |
| 2022 | $698 | $118 | — | — | — |