# Chileda Institute, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chileda-institute-inc-401k-plan

> Chileda Institute, INC.'s 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPER

- [ENGELSON AND ASSOCIATES, LTD.](https://planprovider.pro/provider/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|—|—|

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