# Champlin/Haupt Architects, INC. 401(k) Plan
Source: https://planprovider.pro/companies/champlin-haupt-architects-inc-310945295-001

> Champlin/Haupt Architects, INC.'s 401(k) plan: 179 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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