Plan Snapshot
- Plan Sponsor: Chemed Corporation
- Sponsor EIN: 310791746
- Sponsor Address: 255 EAST FIFTH STREET, CINCINNATI, OH, 452024700
- Plan Type: 401(k)
- Total Participants: 3,782
- Total Assets: $371.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,782 | $371.1M | $9.6M | $15.9M |
| 2023 | 3,878 | $352.6M | $11.2M | $16.0M |
| 2022 | 3,716 | $308.0M | $12.0M | $16.2M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $126,293 | — | $126,293 |
| MORGAN STANLEY GLOBAL BANKING OPERA | CONSULTANT | $30,000 | — | $30,000 |
| CLARK SCHAEFER HACKETT | CONSULTANT | $25,000 | — | $25,000 |
| MORGAN STANLEY | CONSULTANT | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING OPERA — CONSULTANT
- MORGAN STANLEY — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $191,293
- Estimated Expense Ratio: 0.052% 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 | $195,501 | $44,500 | — | $25,000 | — |
| 2023 | $196,972 | — | $196,972 | — | — |
| 2022 | $169,115 | — | $169,115 | — | — |