Plan Snapshot
- Plan Sponsor: Cgh Technologies, INC.
- Sponsor EIN: 521701132
- Sponsor Address: 400 VIRGINIA AVENUE, SW, WASHINGTON, DC, 20024
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 108
- Total Assets: $10.7M
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. |
|---|---|---|---|---|
| 2025 | 108 | $10.7M | $0 | $0 |
| 2024 | 72 | $9.4M | $83,308 | $916,480 |
| 2023 | 82 | $8.1M | $84,254 | $913,713 |
| 2022 | 134 | $7.0M | $70,602 | $976,819 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $18,276 | — | $18,276 |
| WELLTH ADVISORY SERVICE, INC. | Investment Advisor | $12,450 | — | $12,450 |
| GLOBAL RETIREMENT PARTNERS, LLC | Other Service Provider | $12,360 | — | $12,360 |
| BETHKE CPA, LLC | Auditor | $9,339 | — | $9,339 |
| DUNCAN FINANCIAL GROUP, LLC | Recordkeeper | $5,170 | — | $5,170 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,595
- Estimated Expense Ratio: 0.540% 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 |
|---|---|---|---|---|---|
| 2025 | $845,167 | — | — | — | — |
| 2024 | $71,210 | — | — | — | — |
| 2023 | $46,454 | — | — | — | — |
| 2022 | $58,796 | — | $40,786 | — | — |