Plan Snapshot
- Plan Sponsor: Chn Housing Partners
- Sponsor EIN: 341346763
- Sponsor Address: 2999 PAYNE AVE., CLEVELAND, OH, 441144443
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $9.6M
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 | 205 | $9.6M | $431,172 | $757,167 |
| 2023 | 170 | $8.1M | $365,025 | $637,720 |
| 2022 | 167 | $6.8M | $327,125 | $567,280 |
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 |
|---|---|---|---|---|
| STADION MONEY MANAGEMENT | Recordkeeper | $23,831 | — | $23,831 |
| GLOBAL RETIREMENT PARTNERS | Other Service Provider | $13,197 | — | $13,197 |
| ASCENSUS LLC | Other Service Provider | $6,921 | — | $6,921 |
| UNITED OF OMAHA | Other Service Provider | $6,889 | — | $6,889 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STADION MONEY MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,838
- Estimated Expense Ratio: 0.532% 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 | $50,617 | $36,806 | $13,811 | — | — |
| 2023 | $30,230 | $16,990 | $13,240 | — | — |
| 2022 | $29,887 | $16,047 | $13,840 | — | — |