# Chilton Investment Company INC. 401(k) Plan
Source: https://planprovider.pro/companies/chilton-investment-company-inc-401k-plan

> Chilton Investment Company INC.'s 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/torrillo-and-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|—|—|—|

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