Plan Snapshot
- Plan Sponsor: Chadwell Supply, INC.
- Sponsor EIN: 260290810
- Sponsor Address: 5115 JOANNE KEARNEY BLVD, TAMPA, FL, 33619
- Plan Type: 401(k)
- Total Participants: 2,479
- Total Assets: $24.6M
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 | 2,479 | $24.6M | $1.4M | $3.9M |
| 2023 | 2,244 | $16.4M | $1.7M | $3.0M |
| 2022 | 1,478 | $8.9M | $1.1M | $1.7M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $93,910 | — | $93,910 |
| PRINCIPAL LIFE INSURANCE COMPANY | RECORDKEEPER | $85,660 | — | $85,660 |
| FLORIDA RETIREMENT CONSULTANTS | CONTRACT ADMINISTRATOR | $24,040 | — | $24,040 |
| PRIDA, GUIDA & PEREZ, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIDA, GUIDA & PEREZ, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,610
- Estimated Expense Ratio: 0.828% 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 | $203,235 | $93,535 | $24,040 | — | — |
| 2023 | $126,538 | $52,288 | $9,995 | — | — |
| 2022 | $70,714 | $14,721 | $41,272 | — | $14,721 |