Plan Snapshot
- Plan Sponsor: Ch Employment Services, LLC
- Sponsor EIN: 320050913
- Sponsor Address: 2200 BISCAYNE BLVD., MIAMI, FL, 33137
- Plan Type: 401(k)
- Total Participants: 256
- Total Assets: $21.9M
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 | 256 | $21.9M | $290,483 | $662,936 |
| 2023 | 231 | $18.9M | $281,258 | $623,543 |
| 2022 | 234 | $16.9M | $303,669 | $677,677 |
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 |
|---|---|---|---|---|
| GERSON, PRESTON, KLEIN, LIPS, EISEN | 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 | $83,393 | — | — | — | — |
| 2023 | $77,854 | $43,481 | $14,022 | — | — |
| 2022 | $62,109 | $62,109 | — | — | — |