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

> Chatmeter, INC.'s 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 452473347

- **Sponsor Address:** 815 E STREET #12068, SAN DIEGO, CA, 92101

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

- **Total Participants:** 109

- **Total Assets:** $9.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|109|$9.3M|$633,017|$1.1M|

| 2023|123|$7.6M|$586,639|$988,331|

| 2022|179|$4.5M|$542,639|$899,196|

## 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|

| LPL FINANCIAL SMS PASSIVE|BROKER|$17,014|$3,926|$20,940|

| 1 NATIONWIDE PLAZA|RECORDKEEPER|$12,655|—|$12,655|

| LAVINE, LOFGREN, MORRIS & ENGELBERG|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,595

- **Estimated Expense Ratio:** 0.363% 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|$14,383|—|$14,383|—|—|

| 2023|$50,614|—|$1,590|—|—|

| 2022|$37,433|—|$3,045|—|—|

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