# Chapel Valley Landscape Company 401(k) Plan
Source: https://planprovider.pro/companies/chapel-valley-landscape-company-520856598-002

> Chapel Valley Landscape Company's 401(k) plan: 303 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chapel Valley Landscape Company

- **Sponsor EIN:** 520856598

- **Sponsor Address:** P. O. BOX 159, WOODBINE, MD, 21797

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 303

- **Total Assets:** $8.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|303|$8.4M|$72,336|$512,947|

| 2023|279|$8.1M|$77,163|$537,053|

| 2022|259|$6.7M|$79,675|$540,437|

## 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|

| RETIREMENT PLANNERS & ADMINISTRATOR|Recordkeeper|$10,350|$4,123|$14,473|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,473

- **Estimated Expense Ratio:** 0.172% 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|$21,276|$2,926|$10,350|—|—|

| 2023|$5,707|$774|$1,800|—|—|

| 2022|$4,099|$825|$2,074|—|—|

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