# Chiampou Travis Besaw & Kershner LLP 401(k) Plan
Source: https://planprovider.pro/companies/chiampou-travis-besaw-kershner-llp-401k-plan

> Chiampou Travis Besaw & Kershner LLP's 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chiampou Travis Besaw & Kershner LLP

- **Sponsor EIN:** 161468002

- **Sponsor Address:** 45 BRYANT WOODS NORTH, AMHERST, NY, 14228

- **Plan Type:** 401(k)

- **Total Participants:** 147

- **Total Assets:** $21.7M

## 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|147|$21.7M|$645,172|$1.4M|

| 2023|148|$17.9M|$598,874|$1.3M|

| 2022|140|$14.7M|$368,514|$1.1M|

## 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|

| LANDMARK WEALTH MANAGEMENT|FINANCIAL ADVISOR|$100,889|—|$100,889|

| P&A RETIREMENT PLAN SERVICES INC|TPA RKG|$37,439|—|$37,439|

| JEFFREY L OFFHAUS CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JEFFREY L OFFHAUS CPA LLC](https://planprovider.pro/provider/jeffrey-l-offhaus-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $138,328

- **Estimated Expense Ratio:** 0.637% 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|$140,951|$100,889|$2,623|—|—|

| 2023|$112,132|$80,590|$2,447|—|—|

| 2022|$107,855|$75,642|$32,213|—|—|

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