# Chambers & Owen, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chambers-owen-inc-401k-plan-002

> Chambers & Owen, INC.'s 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/accelerate-retirement) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|

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