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: $10.1M
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 | $10.1M | $131,677 | $175,960 |
| 2023 | 98 | $9.6M | $136,631 | $174,976 |
| 2022 | 96 | $8.3M | $132,547 | $162,091 |
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 | $21,523 | — | $21,523 |
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $16,764 | — | $16,764 |
| 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: $38,287
- Estimated Expense Ratio: 0.381% 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 | $38,287 | $21,523 | — | — | — |
| 2023 | $40,443 | $23,930 | — | — | — |
| 2022 | $26,144 | $5,529 | — | — | $20,615 |