# Chuck Latham Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chuck-latham-associates-inc-401k-plan

> Chuck Latham Associates, INC.'s 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chuck Latham Associates, INC.

- **Sponsor EIN:** 840647636

- **Sponsor Address:** 18403 LONGS WAY, PARKER, CO, 80134

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

- **Total Participants:** 105

- **Total Assets:** $6.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|105|$6.7M|$207,907|$411,919|

| 2023|101|$5.5M|$197,388|$436,010|

| 2022|100|$5.9M|$203,642|$433,492|

## 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|

| BROCK AND COMPANY CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BROCK AND COMPANY CPAS P.C.](https://planprovider.pro/provider/brock-and-company-cpas-pc) — 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|$24,553|$12,000|$12,553|—|—|

| 2023|$24,725|$12,000|$12,725|—|—|

| 2022|$23,862|$12,000|$11,862|—|—|

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