Plan Snapshot
- Plan Sponsor: Champlin/Haupt Architects, INC.
- Sponsor EIN: 310945295
- Sponsor Address: 201 E. 4TH ST. SUITE 1700, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 179
- Total Assets: $48.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 179 | $48.6M | $0 | $0 |
| 2024 | 132 | $43.1M | $1.5M | $994,193 |
| 2023 | 114 | $35.7M | $1.2M | $615,341 |
| 2022 | 76 | $30.2M | $1.1M | $516,130 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $35,292 | — | $35,292 |
| FIFTH THIRD BANK | Investment Advisor | $31,594 | — | $31,594 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $22,106 | — | $22,106 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,992
- Estimated Expense Ratio: 0.183% 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 |
|---|---|---|---|---|---|
| 2025 | $3,368,476 | $53,700 | — | — | — |
| 2024 | $661,253 | — | — | — | — |
| 2023 | $2,189,924 | — | — | — | — |
| 2022 | $6,674,839 | — | — | — | — |