Plan Snapshot
- Plan Sponsor: Chartspan Medical Technologies, INC.
- Sponsor EIN: 461350379
- Sponsor Address: 400 BIRNIE ST, GREENVILLE, SC, 29611
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 423 | $2.5M | $0 | $803,766 |
| 2022 | 251 | $1.6M | $0 | $258,160 |
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 |
|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | RECORDKEEPER | $32,792 | — | $32,792 |
| AT RETIREMENT SERVICES, LLC | N/A | $7,443 | — | $7,443 |
| PENDING ACCOUNTANT NAME | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETTERMENT FOR BUSINESS, LLC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,235
- Estimated Expense Ratio: 1.612% 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 | $40,236 | $29,564 | — | — | — |
| 2022 | $17,126 | $6,383 | — | — | — |