# Stephen Chelbay Company DB Plan
Source: https://planprovider.pro/companies/stephen-chelbay-company-plan

> Stephen Chelbay Company's DB plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ineich-and-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|—|—|

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