# Chemed Corporation 401(k) Plan
Source: https://planprovider.pro/companies/chemed-corporation-401k-plan

> Chemed Corporation's 401(k) plan: 3,782 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — CONSULTANT

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|—|—|

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