# Chatbooks, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chatbooks-inc-401k-plan

> Chatbooks, INC.'s 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chatbooks, INC.

- **Sponsor EIN:** 383866293

- **Sponsor Address:** 4100 NORTH CHAPEL RIDGE ROAD SUITE, LEHI, UT, 84043

- **Plan Type:** 401(k)

- **Total Participants:** 142

- **Total Assets:** $4.7M

## 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|142|$4.7M|$409,021|$687,479|

| 2023|143|$3.4M|$378,306|$595,606|

| 2022|174|$2.0M|$369,161|$581,825|

## 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|

| TANNER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TANNER](https://planprovider.pro/provider/tanner-llc) — 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|$37,320|$20,401|—|—|—|

| 2023|$19,592|$9,738|—|—|—|

| 2022|$16,959|$9,165|$7,794|—|—|

## Similar Plans

- [Pictureline INC.](https://planprovider.pro/companies/pictureline-inc-plan) — 18 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chatbooks-inc-401k-plan)

© 2026 PlanProvider.Pro