Plan Snapshot
- Plan Sponsor: R.M. Chin & Associates, INC
- Sponsor EIN: 363631821
- Sponsor Address: 500 W 18TH STREET SUITE 200, CHICAGO, IL, 60616
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $21.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 119 | $21.3M | $707,838 | $1.2M |
| 2023 | 108 | $15.8M | $281,698 | $1.1M |
| 2022 | 91 | $12.2M | $323,264 | $807,250 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,117 | — | $9,117 |
| WEISS AND COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,117
- Estimated Expense Ratio: 0.043% 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 | $10,242 | $9,117 | — | — | — |
| 2023 | $1,438,174 | — | $5,424 | — | — |
| 2022 | $1,523,044 | — | $2,898 | — | — |