# R.M. Chin & Associates, INC 401(k) Plan
Source: https://planprovider.pro/companies/r-m-chin-associates-inc-plan

> R.M. Chin & Associates, INC's 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — 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|—|—|

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