Plan Snapshot
- Plan Sponsor: Chilewich Sultan LLC
- Sponsor EIN: 133989690
- Sponsor Address: 39 W 19TH ST, NEW YORK, NY, 10011
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $4.5M | $162,127 | $311,125 |
| 2023 | 112 | $4.5M | $169,709 | $314,811 |
| 2022 | 124 | $3.9M | $175,777 | $311,133 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $19,006 | $8,856 | — | — | — |
| 2023 | $9,559 | $8,546 | $953 | — | — |
| 2022 | $8,322 | $7,737 | $585 | — | — |