# Chapman Management Corporation 401(k) Plan
Source: https://planprovider.pro/companies/chapman-management-corporation-401k-plan

> Chapman Management Corporation's 401(k) plan: 507 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chapman Management Corporation

- **Sponsor EIN:** 233280606

- **Sponsor Address:** 1170 EASTON ROAD, HORSHAM, PA, 19044

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

- **Total Participants:** 507

- **Total Assets:** $38.0M

## 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|507|$38.0M|$746,865|$2.5M|

| 2023|525|$32.8M|$691,032|$2.3M|

| 2022|514|$27.2M|$661,531|$2.3M|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORD KEEPER|$7,036|—|$7,036|

| COUNCILOR, BUCHANAN & MITCHELL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,036

- **Estimated Expense Ratio:** 0.019% 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|$183,643|—|$157,467|—|—|

| 2023|$160,665|—|$134,067|—|—|

| 2022|$149,126|—|$128,416|—|$20,710|

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