# Chubb Ina Holdings INC. Formerly Ace - Puerto Rico 401(k) Plan
Source: https://planprovider.pro/companies/chubb-ina-holdings-inc-formerly-ace-puerto-rico-plan

> Chubb Ina Holdings INC. Formerly Ace - Puerto Rico's 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chubb Ina Holdings INC. Formerly Ace - Puerto Rico

- **Sponsor EIN:** 952371728

- **Sponsor Address:** 436 WALNUT STREET, PHILADELPHIA, PA, 191063703

- **Plan Type:** 401(k)

- **Total Participants:** 103

- **Total Assets:** $19.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|103|$19.9M|$438,721|$494,662|

| 2023|105|$17.2M|$583,938|$499,093|

| 2022|100|$14.9M|$566,724|$465,627|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|-$493|—|-$493|—|—|

| 2023|$637|—|$637|—|—|

| 2022|$2,198|—|$2,198|—|—|

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