Plan Snapshot
- Plan Sponsor: The Chrysalis Center, INC.
- Sponsor EIN: 201966531
- Sponsor Address: 815 NW 57 AVE, MIAMI, FL, 33126
- Plan Type: 401(k)
- Total Participants: 672
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 672 | $12.8M | $549,287 | $1.0M |
| 2023 | 578 | $10.2M | $422,833 | $768,351 |
| 2022 | 653 | $8.2M | $378,512 | $635,741 |
| 2021 | 518 | $9.3M | $0 | $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 |
|---|---|---|---|---|
| DE LA HOZ, PEREZ & BARBEITO, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $78,233 | $28,539 | $49,694 | — | — |
| 2023 | $66,567 | $22,165 | $34,402 | $10,000 | — |
| 2022 | $59,675 | $20,308 | $29,367 | — | $10,000 |
| 2021 | $51,301 | $21,539 | $29,762 | — | — |