# Chevy Chase Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/chevy-chase-trust-company-311772714-003

> Chevy Chase Trust Company's 401(k) plan: 130 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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