Plan Snapshot
- Plan Sponsor: Chamber Association Benefit Plan
- Sponsor EIN: 822769605
- Sponsor Address: 1100 MAIN ST- 2ND FLOOR, WHEELING, WV, 26003
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $687,891
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $687,891 | $0 | $0 |
| 2023 | 0 | $593,210 | $0 | $0 |
| 2022 | 0 | $219,424 | $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 |
|---|---|---|---|---|
| THE HEALTH PLAN | Other Service Provider | $646,716 | — | $646,716 |
| CONSOLIPLEX WEST VIRGINIA | Other Service Provider | $170,035 | — | $170,035 |
| MALONEY + NOVOTNY LLC | Auditor | $26,956 | — | $26,956 |
| ERIKKA L. STORCH | Other Service Provider | $13,976 | — | $13,976 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY + NOVOTNY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $857,683
- Estimated Expense Ratio: 124.683% 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 | $943,137 | $1,724 | $895,946 | $26,956 | — |
| 2023 | $991,856 | $1,245 | $942,895 | $29,035 | — |
| 2022 | $666,136 | $602 | $639,824 | — | $23,931 |