401k Record

Employers › Chi Energy

Chi Energy 401(k)

Recordkeeping fees per participant · Enel North America, Inc. 401(k) Plan · plan year 2024

$74.16

Higher than 54% of the 5,847 plans $50 to 250M that report it.

Source

= $167,761 / 2,262
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926162436NAL0014045602001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926162436NAL0014045602001, received 2025-09-26

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-26.

Cost and contributions

Administrative expenses excluding investment management, per participant

$79.51

10th: $16.21median $93.2090th: $246.84

Higher than 41% of the 8,758 plans $50 to 250M that report it.

Source

= $179,861 / 2,262
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926162436NAL0014045602001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926162436NAL0014045602001, received 2025-09-26

Administrative expenses per participant

$125.59

10th: $29.39median $132.8490th: $350.58

Higher than 47% of the 9,042 plans $50 to 250M that report it.

Source

= $284,090 / 2,262
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926162436NAL0014045602001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926162436NAL0014045602001, received 2025-09-26

Administrative expenses as a share of assets

0.132%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 49% of the 9,049 plans $50 to 250M that report it.

Source

= $284,090 / $214,554,099
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926162436NAL0014045602001, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926162436NAL0014045602001, received 2025-09-26

Employer contributions per participant

$3,066

10th: $965median $2,73890th: $8,164

Higher than 56% of the 9,105 plans $50 to 250M that report it.

Source

= $6,936,215 / 2,262
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926162436NAL0014045602001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926162436NAL0014045602001, received 2025-09-26

Employer share of total contributions

30.0%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 52% of the 9,112 plans $50 to 250M that report it.

Source

= $6,936,215 / $23,085,500
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926162436NAL0014045602001, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926162436NAL0014045602001, received 2025-09-26

Plan terms, as stated in Chi Energy Inc's SEC filings

Plan terms are described in Chi Energy Inc's SEC filings: Form 10-K filed 1998-03-31. No term could be quoted from them with the required precision.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 3H controlled-group sponsor · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926162436NAL0014045602001, received 2025-09-26

Full record, Enel North America, Inc. 401(k) Plan

FieldValueSource
Plan sponsorENEL NORTH AMERICA, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926162436NAL0014045602001, received 2025-09-26
Plan nameENEL NORTH AMERICA, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250926162436NAL0014045602001, received 2025-09-26
Sponsor EIN / plan number06-1138478 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926162436NAL0014045602001, received 2025-09-26
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926162436NAL0014045602001, received 2025-09-26
Sponsor locationANDOVER, MAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926162436NAL0014045602001, received 2025-09-26
Industry (business code)541990, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926162436NAL0014045602001, received 2025-09-26
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926162436NAL0014045602001, received 2025-09-26
Filing received2025-09-26Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926162436NAL0014045602001, received 2025-09-26
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926162436NAL0014045602001, received 2025-09-26
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250926162436NAL0014045602001, received 2025-09-26
Participants, beginning of year2,539Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926162436NAL0014045602001, received 2025-09-26
Active participants1,094Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926162436NAL0014045602001, received 2025-09-26
Participants, end of year2,325Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926162436NAL0014045602001, received 2025-09-26
Participants with an account balance2,262Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926162436NAL0014045602001, received 2025-09-26
Total assets, beginning of year$195,541,446Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926162436NAL0014045602001, received 2025-09-26
Total assets, end of year$214,554,099Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926162436NAL0014045602001, received 2025-09-26
Net assets, end of year$214,554,099Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926162436NAL0014045602001, received 2025-09-26
Total income$50,982,946Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926162436NAL0014045602001, received 2025-09-26
Net income$19,012,653Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926162436NAL0014045602001, received 2025-09-26
Employer contributions$6,936,215Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926162436NAL0014045602001, received 2025-09-26
Participant contributions$14,582,275Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926162436NAL0014045602001, received 2025-09-26
Other contributions (incl. rollovers)$1,567,010Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926162436NAL0014045602001, received 2025-09-26
Total contributions$23,085,500Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926162436NAL0014045602001, received 2025-09-26
Benefit payments$31,724,302Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926162436NAL0014045602001, received 2025-09-26
Total expenses (incl. benefit payments)$31,970,293Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926162436NAL0014045602001, received 2025-09-26
Total administrative expenses$284,090Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926162436NAL0014045602001, received 2025-09-26
Contract administrator fees$300Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250926162436NAL0014045602001, received 2025-09-26
Recordkeeping fees$167,761Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926162436NAL0014045602001, received 2025-09-26
IQPA audit fees$11,800Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250926162436NAL0014045602001, received 2025-09-26
Investment advisory and management fees$104,229Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250926162436NAL0014045602001, received 2025-09-26
Administrative expenses excluding investment management$179,861derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926162436NAL0014045602001, received 2025-09-26
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250926162436NAL0014045602001, received 2025-09-26
Held in common/collective trusts$5,238,068Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250926162436NAL0014045602001, received 2025-09-26
Held in mutual funds$206,170,959Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250926162436NAL0014045602001, received 2025-09-26
Independent auditorCARON & BLETZER, PLLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926162436NAL0014045602001, received 2025-09-26

Position = column in the DOL layout for form year 2024. Filing 20250926162436NAL0014045602001, received 2025-09-26.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $168,061yes
GALLAGHER FIDUCIARY ADVISORS LLCADVISOR 27 Investment advisory (plan) $104,229no
CARON & BLETZER, PLLCACCOUNTANT\AUDITOR 10 Accounting (including auditing) $11,800no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250926162436NAL0014045602001, received 2025-09-26.

What changed since the 2023 plan year

Figure20232024Change
Total assets$195,541,446$214,554,0999.7%
Participants with a balance2,4612,262-8.1%
Administrative expenses$279,829$284,0901.5%
Recordkeeping fees per participant$62.83$74.1618.0%
Employer contributions$8,636,952$6,936,215-19.7%

Prior filing 20240929220602NAL0002888883001, received 2024-09-29; the plan years are contiguous.

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Sponsor name as filed: ENEL NORTH AMERICA, INC.; SEC registrant: CHI ENERGY INC (CIK 787618, matched by EIN).