Plan Snapshot
- Plan Sponsor: Chimp Haven, INC.
- Sponsor EIN: 742766663
- Sponsor Address: 13600 CHIMPANZEE PL, KEITHVILLE, LA, 710477037
- Plan Type: 403(b)
- Total Participants: 61
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 61 | $3.7M | $258,428 | $128,176 |
| 2023 | 62 | $3.2M | $247,401 | $104,886 |
| 2022 | 47 | $2.5M | $216,962 | $88,321 |
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 |
|---|---|---|---|---|
| HEARD, MCELROY AND VESTAL, LLC | Auditor | — | — | $0 |
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 | $11,528 | — | — | — | — |
| 2023 | $11,005 | — | $11,005 | — | — |
| 2022 | $10,670 | $7,921 | $2,749 | — | — |