Plan Snapshot
- Plan Sponsor: The Pampered Chef, Ltd.
- Sponsor EIN: 363269007
- Sponsor Address: ONE PAMPERED CHEF LANE, ADDISON, IL, 60101
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $60.0M
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 | 272 | $60.0M | $905,030 | $2.4M |
| 2023 | 277 | $53.5M | $863,759 | $2.3M |
| 2022 | 294 | $48.9M | $944,573 | $2.3M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | RECORDKEEPING | $1,075 | $255,279 | $256,354 |
| SIKICH CPA LLC | NONE | $15,900 | — | $15,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $272,254
- Estimated Expense Ratio: 0.454% 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 | $177,442 | — | — | — | — |
| 2023 | $176,569 | — | — | — | — |
| 2022 | $175,493 | — | — | — | $175,493 |