Plan Snapshot
- Plan Sponsor: Chasedesign, LLC
- Sponsor EIN: 261338531
- Sponsor Address: 101 NORTH SALINA STREET SUITE 200, SYRACUSE, NY, 13202
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $36.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 124 | $36.1M | $642,747 | $1.2M |
| 2023 | 125 | $31.7M | $827,640 | $1.2M |
| 2022 | 131 | $27.7M | $730,449 | $1.0M |
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 |
|---|---|---|---|---|
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES LLP — 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 | $69,794 | $69,794 | — | — | — |
| 2023 | $64,408 | $59,846 | — | — | — |
| 2022 | $84,172 | $58,388 | $24,378 | — | — |