# Chickies And Petes INC 401(k) Plan
Source: https://planprovider.pro/companies/chickies-and-petes-inc-401k-plan

> Chickies And Petes INC&#39;s 401(k) plan: 733 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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