Plan Snapshot
- Plan Sponsor: Chambers & Owen, INC.
- Sponsor EIN: 391285594
- Sponsor Address: 1733 MORSE STREET, JANESVILLE, WI, 53545
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $33.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 112 | $33.0M | $466,793 | $846,428 |
| 2023 | 104 | $32.9M | $447,408 | $804,583 |
| 2022 | 103 | $29.1M | $431,543 | $829,722 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT, INC. | NONE | $56,617 | — | $56,617 |
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $26,281 | — | $26,281 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT, INC. — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,898
- Estimated Expense Ratio: 0.251% 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 | $82,898 | $56,617 | — | — | — |
| 2023 | $98,482 | $73,411 | — | — | — |
| 2022 | $78,513 | $50,559 | — | — | $27,954 |