# Chipps, Caffrey & Dubilier, P.S.C. 401(k) Plan
Source: https://planprovider.pro/companies/chipps-caffrey-dubilier-p-s-c-401k-plan

> Chipps, Caffrey & Dubilier, P.S.C.'s 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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