Plan Snapshot
- Plan Sponsor: Chalmers Development Corporation Dba Spire Integrated Solutions
- Sponsor EIN: 880375501
- Sponsor Address: 7936 FOREST CITY ROAD, ORLANDO, FL, 32810
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $4.1M
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 | 107 | $4.1M | $55,062 | $172,049 |
| 2023 | 52 | $4.2M | $78,919 | $227,881 |
| 2022 | 127 | $5.8M | $101,511 | $282,624 |
| 2020 | 158 | $6.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $14,398 | — | $14,398 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $9,634 | — | $9,634 |
| BKHM, P.A | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BKHM, P.A — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,032
- Estimated Expense Ratio: 0.588% 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 | $24,748 | $15,114 | — | — | — |
| 2023 | $29,685 | $17,703 | — | — | — |
| 2022 | $55,977 | — | $55,977 | — | — |
| 2020 | $15,740 | — | $15,740 | — | — |