# Chartspan Medical Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chartspan-medical-technologies-inc-401k-plan

> Chartspan Medical Technologies, INC.'s 401(k) plan: 423 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/betterment-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|—|—|—|

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