Plan Snapshot
- Plan Sponsor: Chipps, Caffrey & Dubilier, P.S.C.
- Sponsor EIN: 610714497
- Sponsor Address: 290 BIG RUN ROAD, LEXINGTON, KY, 405032903
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $18.9M
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 | 120 | $18.9M | $933,976 | $660,459 |
| 2023 | 114 | $19.3M | $871,879 | $569,428 |
| 2022 | 102 | $17.0M | $772,104 | $563,767 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — 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 | $71,055 | $53,672 | $16,108 | — | — |
| 2023 | $68,238 | $52,431 | $14,204 | $1,603 | — |
| 2022 | $70,286 | — | $68,888 | — | — |