Plan Snapshot
- Plan Sponsor: Chipman Corporation
- Sponsor EIN: 942222256
- Sponsor Address: 2001 CROW CANYON RD., SAN RAMON, CA, 94583
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 144 | $17.8M | $63,253 | $879,699 |
| 2023 | 154 | $16.4M | $67,260 | $958,888 |
| 2022 | 154 | $14.3M | $71,439 | $936,493 |
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 |
|---|---|---|---|---|
| LANTAN AND ASSOCIATES | 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 | $6,505 | — | $6,505 | — | — |
| 2023 | $6,160 | — | $6,160 | — | — |
| 2022 | $5,094 | — | $5,094 | — | — |