Plan Snapshot
- Plan Sponsor: Chinburg Builders, INC. 401(K) Profit Sharing And Trust
- Sponsor EIN: 020477790
- Sponsor Address: 3 PENSTOCK WAY, NEWMARKET, NH, 03857
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 132
- Total Assets: $9.9M
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 | 132 | $9.9M | $359,920 | $669,467 |
| 2023 | 129 | $8.1M | $284,029 | $578,192 |
| 2022 | 119 | $7.0M | $311,831 | $571,357 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | Other Service Provider | $23,793 | — | $23,793 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,793
- Estimated Expense Ratio: 0.241% 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 | $23,793 | — | — | — | — |
| 2023 | $19,049 | — | — | — | — |
| 2022 | $20,768 | — | — | — | — |