Plan Snapshot
- Plan Sponsor: Chileda Institute, INC.
- Sponsor EIN: 391244797
- Sponsor Address: 1825 VICTORY STREET, LA CROSSE, WI, 54601
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $4.9M
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 | 160 | $4.9M | $317,459 | $200,550 |
| 2023 | 130 | $4.0M | $232,390 | $183,711 |
| 2022 | 112 | $3.4M | $161,369 | $188,595 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | RECORDKEEPER | $35,689 | — | $35,689 |
| MAP RETIREMENT INC. | TPA | $822 | $4,178 | $5,000 |
| ENGELSON AND ASSOCIATES, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — RECORDKEEPER
- ENGELSON AND ASSOCIATES, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,689
- Estimated Expense Ratio: 0.833% 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 | $5,112 | — | $5,112 | — | — |
| 2023 | $6,395 | — | $6,395 | — | — |
| 2022 | $16,052 | — | $16,052 | — | — |