Plan Snapshot
- Plan Sponsor: Chroma Technology Corp
- Sponsor EIN: 030329705
- Sponsor Address: 10 IMTEC LANE, BELLOWS FALLS, VT, 05101
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 160
- Total Assets: $32.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 160 | $32.2M | $965,594 | $1.1M |
| 2023 | 166 | $31.1M | $1.2M | $1.2M |
| 2022 | 176 | $25.9M | $3.1M | $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 |
|---|---|---|---|---|
| MCSOLEY MCCOY & COMPANY | 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 | $1,950 | — | $1,950 | — | — |
| 2023 | $480 | — | $480 | — | — |
| 2022 | $900 | — | $900 | — | — |