Plan Snapshot
- Plan Sponsor: Chisholm Chisholm & Kilpatrick, Ltd.
- Sponsor EIN: 274459831
- Sponsor Address: 321 S. MAIN STREET, SUITE 200, PROVIDENCE, RI, 02903
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $16.9M
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 | 228 | $16.9M | $672,608 | $1.3M |
| 2023 | 212 | $12.9M | $628,410 | $1.2M |
| 2022 | 197 | $9.7M | $547,566 | $1.0M |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO., LTD | 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 | $37,959 | $28,513 | $9,446 | — | — |
| 2023 | $17,060 | — | — | — | — |
| 2022 | $7,442 | — | — | — | — |