Plan Snapshot
- Plan Sponsor: Chadwick-Baross, INC.
- Sponsor EIN: 010143440
- Sponsor Address: 160 WARREN AVE., WESTBROOK, ME, 04092
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $16.7M
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. |
|---|---|---|---|---|
| 2024 | 171 | $16.7M | $689,340 | $1.3M |
| 2023 | 152 | $14.9M | $576,275 | $1.1M |
| 2022 | 125 | $12.2M | $482,469 | $952,136 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $39,480 | $12,875 | $26,605 | — | — |
| 2023 | $35,613 | $12,875 | $22,738 | — | — |
| 2022 | $35,714 | $12,875 | $22,839 | — | — |