Plan Snapshot
- Plan Sponsor: Chilton Investment Company INC.
- Sponsor EIN: 352743592
- Sponsor Address: 1290 E MAIN ST, STAMFORD, CT, 06902
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $30.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 96 | $30.8M | $296,292 | $1.6M |
| 2023 | 97 | $24.6M | $281,573 | $1.5M |
| 2022 | 112 | $19.5M | $281,597 | $1.4M |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES, 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 | $58,529 | $31,456 | — | — | — |
| 2023 | $66,660 | $37,433 | — | — | — |
| 2022 | $60,352 | $27,296 | — | — | — |