# Chestnut Hill South LLC 401(k) Plan
Source: https://planprovider.pro/companies/chestnut-hill-south-llc-401k-plan

> Chestnut Hill South LLC's 401(k) plan: 285 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chestnut Hill South LLC

- **Sponsor EIN:** 060886642

- **Sponsor Address:** 1621 STATE STREET, NEW HAVEN, CT, 06511

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

- **Total Participants:** 285

- **Total Assets:** $17.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|285|$17.0M|$288,584|$655,651|

| 2023|212|$14.6M|$292,915|$662,981|

| 2022|166|$12.0M|$238,142|$530,721|

## 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|

| NOVAK FRANCELLA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## 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|$1,706|—|—|—|—|

| 2023|$5,476|—|—|—|—|

| 2022|$5,832|—|—|—|—|

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