Plan Snapshot
- Plan Sponsor: Chalmers & Kubeck, INC.
- Sponsor EIN: 231573156
- Sponsor Address: 150 COMMERCE DRIVE, ASTON, PA, 19014
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $29.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 203 | $29.4M | $450,942 | $1.3M |
| 2023 | 196 | $27.4M | $390,273 | $1.2M |
| 2022 | 174 | $22.2M | $323,379 | $1.1M |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — 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 | $39,035 | — | $39,035 | — | — |
| 2023 | $1,459 | — | $1,459 | — | — |
| 2022 | $1,936 | — | $1,936 | — | — |