Plan Snapshot
- Plan Sponsor: Chevy Chase Trust Company
- Sponsor EIN: 311772714
- Sponsor Address: 7501 WISCONSIN AVE STE 1500W, BETHESDA, MD, 208146588
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 130
- Total Assets: $21.7B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 130 | $21.7B | $0 | $0 |
| 2024 | 130 | $19.1B | $0 | $0 |
| 2023 | 132 | $16.3B | $0 | $0 |
| 2022 | 132 | $13.4B | $0 | $0 |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP LLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $3,078,307 | — | — | — | — |
| 2024 | $2,792,954 | — | — | — | — |
| 2023 | $2,296,128 | — | — | — | — |
| 2022 | $2,220,794 | — | — | — | $2,220,794 |