Plan Snapshot
- Plan Sponsor: Stephen Chelbay Company
- Sponsor EIN: 941750014
- Sponsor Address: 6800 SANTA TERESA BLVD, SAN JOSE, CA, 951191347
- Plan Type: DB
- Total Participants: 86
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 86 | $0 | $142,225 | $0 |
| 2024 | 13 | $2.3M | $72,617 | $0 |
| 2023 | 13 | $2.6M | $88,008 | $0 |
| 2022 | 14 | $2.4M | $89,636 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $58,667 | — | $58,667 |
| INEICH & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INEICH & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,667
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $77,433 | — | $58,667 | — | — |
| 2023 | $78,911 | $5,000 | $30,967 | $10,500 | — |
| 2022 | $78,626 | $5,000 | $26,282 | — | — |