Plan Snapshot
- Plan Sponsor: Chelten House Products, LLC
- Sponsor EIN: 854203125
- Sponsor Address: 607 HERON DRIVE, SWEDESBORO, NJ, 08085
- Plan Type: 401(k)
- Total Participants: 475
- Total Assets: $9.2M
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 | 475 | $9.2M | $251,559 | $1.0M |
| 2023 | 397 | $7.6M | $192,027 | $864,068 |
| 2022 | 401 | $6.5M | $236,082 | $933,827 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $27,061 | — | $27,061 |
| MML INVESTOR SERVICES LLC | ADVISOR | $24,432 | — | $24,432 |
| MGS LLP | ACCOUNTANT/AUDITOR | $14,007 | — | $14,007 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MGS LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,500
- Estimated Expense Ratio: 0.709% 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 | $69,522 | $28,454 | — | $14,007 | — |
| 2023 | $61,914 | $24,355 | — | $13,509 | — |
| 2022 | $71,894 | $3,634 | — | — | — |