Plan Snapshot
- Plan Sponsor: Chester Limited Midwest, LLC
- Sponsor EIN: 383336773
- Sponsor Address: P.O. BOX210699, AUBURN HILLS, MI, 48321
- Plan Type: 401(k)
- Total Participants: 0
- 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. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 137 | $5.7M | $293,406 | $560,694 |
| 2022 | 155 | $6.9M | $292,716 | $598,239 |
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 |
|---|---|---|---|---|
| GREGORY J. SCHWARTZ & COMPANY, INC. | INVESTMENT ADVISOR | $34,266 | — | $34,266 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $25,880 | — | $25,880 |
| MICHIGAN BENEFIT CONSULTING, INC. | CONTRACT ADMIN | $6,590 | — | $6,590 |
| GORDON ADVISORS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORDON ADVISORS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,736
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 | $15,923 | — | — | — | — |
| 2023 | $34,592 | $31,497 | — | — | — |
| 2022 | $48,380 | $48,380 | — | — | — |