Plan Snapshot
- Plan Sponsor: Chemical & Industrial Engineering, INC.
- Sponsor EIN: 611034946
- Sponsor Address: 1930 BISHOP LN STE 800, LOUISVILLE, KY, 40218
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $50.5M
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 | 238 | $50.5M | $839,295 | $2.6M |
| 2023 | 219 | $42.7M | $717,529 | $2.2M |
| 2022 | 172 | $36.6M | $635,467 | $1.9M |
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 |
|---|---|---|---|---|
| WETTERER & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $47,862 | $16,621 | — | — | — |
| 2023 | $107,976 | $81,863 | — | — | — |
| 2022 | $51,905 | $26,174 | $25,731 | — | — |