# Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan
Source: https://planprovider.pro/companies/chalmers-development-corporation-dba-spire-integrated-solutions-401k-plan

> Chalmers Development Corporation Dba Spire Integrated Solutions's 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bkhm-pa) — 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|—|—|

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