Plan Snapshot
- Plan Sponsor: Chasse Building Team, INC.
- Sponsor EIN: 260807763
- Sponsor Address: 230 S. SIESTA LANE, TEMPE, AZ, 85281
- Plan Type: 401(k)
- Total Participants: 267
- Total Assets: $29.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 267 | $29.5M | $2.1M | $2.7M |
| 2023 | 222 | $22.1M | $1.2M | $2.1M |
| 2022 | 204 | $16.6M | $1.2M | $1.9M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $89,742 | $50,000 | — | — | — |
| 2023 | $75,008 | $50,000 | — | — | — |
| 2022 | $74,544 | — | — | — | — |