Plan Snapshot
- Plan Sponsor: Chdfs INC.
- Sponsor EIN: 460506221
- Sponsor Address: 307 W. 38TH STREET 6TH FLOOR, NEW YORK, NY, 10018
- Plan Type: 403(b)
- Total Participants: 58
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 58 | $1.2M | $48,124 | $72,300 |
| 2023 | 55 | $982,881 | $48,550 | $83,387 |
| 2022 | 45 | $851,491 | $48,391 | $84,880 |
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 |
|---|---|---|---|---|
| BERARD & ASSOCIATES CPAS P.C. | Auditor | — | — | $0 |
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 | $2,906 | — | — | — | — |
| 2023 | $2,634 | — | — | — | — |
| 2022 | $2,580 | — | $2,580 | — | — |