Plan Snapshot
- Plan Sponsor: Chesmar Homes LLC
- Sponsor EIN: 202720694
- Sponsor Address: 480 WILDWOOD FOREST DRIVE, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 687
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 687 | $0 | $0 | $0 |
| 2024 | 598 | $66.5M | $3.9M | $4.3M |
| 2023 | 428 | $55.2M | $3.3M | $3.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $5,681 | — | $5,681 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,681
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 |
|---|---|---|---|---|---|
| 2025 | $18,183,146 | — | — | — | — |
| 2024 | $4,340 | — | — | — | — |
| 2023 | $4,042 | — | — | — | — |