# Chelos Management Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chelos-management-company-inc-401k-plan

> Chelos Management Company, INC.'s 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chelos Management Company, INC.

- **Sponsor EIN:** 800025541

- **Sponsor Address:** 1725 MENDON RD, SUITE 209, CUMBERLAND, RI, 02864

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

- **Total Participants:** 238

- **Total Assets:** $10.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|238|$10.2M|$57,337|$197,691|

| 2023|255|$9.1M|$62,487|$179,005|

| 2022|239|$7.7M|$59,739|$197,688|

## 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|

| KAHN, KITWIN, RENZA & CO., LTD|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|$13,335|—|—|—|—|

| 2023|$4,960|—|—|—|—|

| 2022|$2,030|—|—|—|—|

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