# Chateau Retirement Communities LLC 401(k) Plan
Source: https://planprovider.pro/companies/chateau-retirement-communities-llc-401k-plan

> Chateau Retirement Communities LLC's 401(k) plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/hagen-kurth-perman-and-co-ps) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chateau-retirement-communities-llc-401k-plan)

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