# China Merchants Bank 401(k) Plan
Source: https://planprovider.pro/companies/china-merchants-bank-401k-plan

> China Merchants Bank's 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** China Merchants Bank

- **Sponsor EIN:** 980387966

- **Sponsor Address:** 535 MADISON AVENUE, 18TH FLOOR, NEW YORK, NY, 10022

- **Plan Type:** 401(k)

- **Total Participants:** 111

- **Total Assets:** $36.0M

## 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|111|$36.0M|$1.3M|$1.8M|

| 2023|108|$28.1M|$1.5M|$1.6M|

| 2022|95|$21.4M|$1.4M|$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|

| AMERIPRISE FINANCIAL SERVICES LLC|Other Service Provider|—|$73,255|$73,255|

| NATIONWIDE|RECORDKEEPER|$46,120|—|$46,120|

| PROACCOUNT|INVESTMENT ADVISORY|$5,707|—|$5,707|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERIPRISE FINANCIAL SERVICES LLC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — Other Service Provider

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — RECORDKEEPER

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISORY

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,082

- **Estimated Expense Ratio:** 0.348% 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|$5,801|—|—|—|—|

| 2023|$6,055|—|$6,055|—|—|

| 2022|$5,470|$5,470|—|—|—|

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