# Chadwell Supply, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chadwell-supply-inc-401k-plan

> Chadwell Supply, INC.'s 401(k) plan: 2,479 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/prida-guida-and-perez-pa) — 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|

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