Plan Snapshot
- Plan Sponsor: Chesapeake Plumbing & Heating, INC.
- Sponsor EIN: 383678259
- Sponsor Address: 34910 DELAWARE AVE, FRANKFORD, DE, 19945
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $6.3M
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 | 175 | $6.3M | $299,889 | $487,049 |
| 2023 | 175 | $5.2M | $283,987 | $464,743 |
| 2022 | 158 | $3.9M | $258,618 | $421,470 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $4,091 | — | -$3,949 | — | — |
| 2023 | $6,485 | — | -$985 | — | — |
| 2022 | $4,441 | — | -$2,093 | — | $6,534 |