Plan Snapshot
- Plan Sponsor: Chs Therapy, LLC
- Sponsor EIN: 462989439
- Sponsor Address: 7251 ENGLE RD. SUITE 350, MIDDLEBURG HEIGHTS, OH, 44130
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,782
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2022 | 3,782 | $16.3M | $857,214 | $4.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $95,414 | — | $95,414 |
| RAYMOND JAMES | Investment Advisor | $31,302 | — | $31,302 |
| TRINITY PENSION CONSULTANTS, INC. | Other Service Provider | $15,971 | — | $15,971 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,687
- Estimated Expense Ratio: 0.875% 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 |
|---|---|---|---|---|---|
| 2022 | $110,584 | — | $110,584 | — | — |