Plan Snapshot
- Plan Sponsor: Chhj Franchising L.L.C.
- Sponsor EIN: 870789542
- Sponsor Address: 4411 W. TAMPA BAY BLVD., TAMPA, FL, 33614
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 172 | $5.1M | $422,480 | $645,102 |
| 2023 | 242 | $3.9M | $428,323 | $716,298 |
| 2022 | 215 | $2.5M | $365,872 | $646,367 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS, 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 | $83,501 | $21,753 | — | — | — |
| 2023 | $58,918 | $18,624 | — | — | — |
| 2022 | $31,931 | $9,493 | $22,438 | — | — |