Plan Snapshot
- Plan Sponsor: Rachas, INC Dba Chuze Fitness
- Sponsor EIN: 262396678
- Sponsor Address: 1011 CAMINO DEL RIO SOUTH,SUITE 350, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $702,013 |
| 2023 | 731 | $3.6M | $0 | $1.2M |
| 2022 | 437 | $1.9M | $0 | $844,306 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $64,912 | — | $64,912 |
| BENEFIT EQUITY INC. | RECORDKEEPER | $39,278 | — | $39,278 |
| EDWARD D JONES & COMPANY | INVESTMENT ADVISORY - PL | $19,552 | — | $19,552 |
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,742
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 | $45,878 | — | $45,878 | — | — |
| 2023 | $63,639 | — | $63,639 | — | — |
| 2022 | $58,242 | — | — | — | $58,242 |