# Chevy Chase Club, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chevy-chase-club-inc-401k-plan

> Chevy Chase Club, INC.'s 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ingham-retirement-group) — 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|—|—|

## Similar Plans

- [Ohana Growth Partners, LLC](https://planprovider.pro/companies/pf-growth-partners-llc-401k-plan) — 938 participants

- [Ohana Growth Partners, LLC](https://planprovider.pro/companies/ohana-growth-partners-llc-401k-plan) — 1,044 participants

- [American Pool Enterprises, INC.](https://planprovider.pro/companies/american-pool-enterprises-inc-401k-plan) — 1,323 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chevy-chase-club-inc-401k-plan)

© 2026 PlanProvider.Pro