# Chelten House Products, LLC 401(k) Plan
Source: https://planprovider.pro/companies/chelten-house-products-llc-401k-plan

> Chelten House Products, LLC's 401(k) plan: 475 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MGS LLP](https://planprovider.pro/provider/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|—|—|—|

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