Plan Snapshot
- Plan Sponsor: Chickies And Petes INC
- Sponsor EIN: 232979978
- Sponsor Address: 489 BRISTOL PIKE, BENSALEM, PA, 19020
- Plan Type: 401(k)
- Total Participants: 733
- Total Assets: $4.6M
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 | 733 | $4.6M | $178,684 | $481,642 |
| 2023 | 656 | $3.8M | $182,915 | $461,572 |
| 2022 | 551 | $2.8M | $189,551 | $462,588 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | RECORDKEEPER | $25,599 | — | $25,599 |
| SECURITIES AMERICA ADVISORS, INC. | ADVISOR | $5,823 | — | $5,823 |
| VERNA AND ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,422
- Estimated Expense Ratio: 0.691% 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 | $31,422 | $5,823 | $25,599 | — | — |
| 2023 | $29,130 | $12,177 | $16,093 | — | — |
| 2022 | $16,543 | $10,244 | $2,841 | — | $3,458 |