Plan Snapshot
- Plan Sponsor: Chelsea Building Products, INC.
- Sponsor EIN: 232869908
- Sponsor Address: 565 CEDAR WAY, OAKMONT, PA, 15139
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $14.4M
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 | 339 | $14.4M | $256,034 | $857,415 |
| 2023 | 309 | $12.7M | $235,619 | $772,337 |
| 2022 | 330 | $11.3M | $227,976 | $770,692 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $45,483 | — | $45,483 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $10,877 | — | $10,877 |
| EPSTEIN TABOR AND SCHORR | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,360
- Estimated Expense Ratio: 0.391% 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 | $56,360 | $45,483 | — | — | — |
| 2023 | $43,156 | $39,827 | — | — | — |
| 2022 | $45,437 | — | — | — | — |