Plan Snapshot
- Plan Sponsor: Chatham Financial
- Sponsor EIN: 232659499
- Sponsor Address: 235 WHITEHORSE LANE, KENNETT SQUARE, PA, 19348
- Plan Type: DC
- Total Participants: 632
- Total Assets: $234.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 632 | $234.3M | $9.1M | $9.2M |
| 2023 | 672 | $187.4M | $7.5M | $7.9M |
| 2022 | 569 | $145.2M | $6.0M | $6.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,689 | — | $10,689 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,689
- Estimated Expense Ratio: 0.005% of plan assets
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 | $57,615 | $10,689 | — | — | — |
| 2023 | $34,130 | $7,190 | — | $4,348 | — |
| 2022 | $10,998 | $4,273 | — | — | — |