Plan Snapshot
- Plan Sponsor: Chevy Chase Club, INC.
- Sponsor EIN: 520799949
- Sponsor Address: 6100 CONNECTICUT AVENUE, CHEVY CHASE, MD, 208154236
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $30.1M
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 | 230 | $30.1M | $917,304 | $1.1M |
| 2023 | 208 | $25.2M | $835,041 | $1.0M |
| 2022 | 203 | $21.3M | $730,824 | $949,130 |
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 |
|---|---|---|---|---|
| INGHAM & COMPANY | NONE | $8,207 | — | $8,207 |
| CONDON O'MEARA MCGINTY & DONNELLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INGHAM & COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,207
- Estimated Expense Ratio: 0.027% 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 |
|---|---|---|---|---|---|
| 2024 | $8,207 | — | $8,207 | — | — |
| 2023 | $5,461 | — | $5,461 | — | — |
| 2022 | $8,483 | — | $8,483 | — | — |