Plan Snapshot
- Plan Sponsor: Chapman Partnership
- Sponsor EIN: 650425069
- Sponsor Address: 1550 NORTH MIAMI AVENUE, MIAMI, FL, 33136
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $4.8M
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 | 130 | $4.8M | $222,052 | $281,546 |
| 2023 | 134 | $4.6M | $179,966 | $225,684 |
| 2022 | 132 | $4.5M | $202,059 | $247,261 |
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 |
|---|---|---|---|---|
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $19,459 | $16,043 | — | — | — |
| 2023 | $18,324 | $14,904 | $1,220 | — | — |
| 2022 | $18,601 | $15,165 | $1,436 | — | — |