# Chesapeake Bay Beach Club, LLC 401(k) Plan
Source: https://planprovider.pro/companies/chesapeake-bay-beach-club-llc-401k-plan

> Chesapeake Bay Beach Club, LLC's 401(k) plan: 370 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chesapeake Bay Beach Club, LLC

- **Sponsor EIN:** 522139890

- **Sponsor Address:** 500 MARINA CLUB ROAD, STEVENSVILLE, MD, 216662622

- **Plan Type:** 401(k)

- **Total Participants:** 370

- **Total Assets:** $3.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|370|$3.1M|$137,102|$316,455|

| 2023|370|$2.5M|$130,591|$340,798|

| 2022|503|$1.9M|$122,563|$307,818|

## 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|

| ASCENSUS LLC|NONE|$8,494|—|$8,494|

| LOMBARDO AYERS & COMPANY LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,494

- **Estimated Expense Ratio:** 0.274% 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|$8,494|—|$8,494|—|—|

| 2023|$20,466|—|$20,466|—|—|

| 2022|$9,562|—|$9,562|—|—|

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