Plan Snapshot
- Plan Sponsor: Chess.Com, LLC
- Sponsor EIN: 203087264
- Sponsor Address: 877 E 1200 S 970397, OREM, UT, 84097
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 178
- Total Assets: $8.0M
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. |
|---|---|---|---|---|
| 2025 | 178 | $8.0M | $0 | $0 |
| 2024 | 151 | $4.4M | $582,210 | $1.1M |
| 2023 | 155 | $2.3M | $348,906 | $680,338 |
| 2022 | 99 | $657,790 | $91,098 | $233,062 |
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 |
|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | Recordkeeper | $14,343 | — | $14,343 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,343
- Estimated Expense Ratio: 0.179% 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 |
|---|---|---|---|---|---|
| 2025 | $663,943 | $13,743 | — | — | — |
| 2024 | $243,057 | — | — | — | — |
| 2023 | $67,124 | — | — | — | — |
| 2022 | $277 | — | — | — | — |