Plan Snapshot
- Plan Sponsor: Chappaqua Transportation, INC.
- Sponsor EIN: 132596447
- Sponsor Address: 130 HUNTS LANE, CHAPPAQUA, NY, 10514
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $4.2M
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 | 122 | $4.2M | $46,112 | $249,725 |
| 2023 | 135 | $3.5M | $40,835 | $214,320 |
| 2022 | 112 | $3.0M | $34,589 | $178,313 |
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 |
|---|---|---|---|---|
| LUTZ,SELIG ZERONDA, CPAS, L.L.P | Auditor | — | — | $0 |
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 | $2,042 | — | $2,042 | — | — |
| 2023 | $2,601 | — | $2,601 | — | — |
| 2022 | $1,140 | — | $1,140 | — | — |