Plan Snapshot
- Plan Sponsor: Chapman Cubine Allen & Hussey
- Sponsor EIN: 521397812
- Sponsor Address: 650 MASSACHUSETTS AVE NW STE 505, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $13,371 | $24,715 |
| 2023 | 80 | $13.4M | $373,571 | $702,705 |
| 2022 | 114 | $13.9M | $421,374 | $820,443 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $73,112 | — | $73,112 |
| ADP, INC. | RECORD KEEPER | $39,984 | — | $39,984 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,096
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 | $16,356 | — | — | — | — |
| 2023 | $56,549 | $36,557 | — | — | — |
| 2022 | $54,897 | — | — | — | — |