Plan Snapshot
- Plan Sponsor: Chv Egg Harbor INC.
- Sponsor EIN: 832099856
- Sponsor Address: 6721 BLACK HORSE PIKE, EGG HARBOR TOWNSHIP, NJ, 08234
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $7.2M
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 | 112 | $7.2M | $119,556 | $465,635 |
| 2023 | 70 | $6.6M | $58,913 | $487,374 |
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 | $27,693 | — | $27,693 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | — | $12,023 | $12,023 |
| PREFERRED PENSION CONCEPTS INC. | Recordkeeper | $1,550 | $3,839 | $5,389 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,105
- Estimated Expense Ratio: 0.626% 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 | $29,443 | $29,443 | — | — | — |
| 2023 | $29,819 | $29,819 | — | — | — |