Chp 401(k) Plan
Sponsored by Chelten House Products, Llc · EIN 854203125 · Plan #003
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 475
- With balances
- 211
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $27,061 |
| Mml Investor Services Llc | Investment advisory (plan) | $24,432 |
| Mgs Llp | Accounting | $14,007 |