Plan Snapshot
- Plan Sponsor: Chateau Retirement Communities LLC
- Sponsor EIN: 911792534
- Sponsor Address: 15029 WOODINVILLE REDMOND RD NE 200, WOODINVILLE, WA, 98072
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $7.7M
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 | 289 | $7.7M | $183,099 | $444,862 |
| 2023 | 264 | $6.6M | $191,676 | $493,005 |
| 2022 | 263 | $5.3M | $191,839 | $474,388 |
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 |
|---|---|---|---|---|
| HAGEN KURTH PERMAN CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAGEN KURTH PERMAN CPA — 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 | $57,177 | $29,017 | — | — | — |
| 2023 | $46,573 | $26,130 | $17,943 | $2,500 | — |
| 2022 | $29,981 | $25,731 | — | — | — |