Plan Ledger DOL Form 5500 · updated monthly

Ch Holdings USA, Inc.401(k)

CH HOLDINGS, INC. 401(K) SALARY AND PROFIT SHARING PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Ch Holdings USA, Inc. reported $82,853 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $7,779 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.10% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 192nd-largest of 1,393 plans among Missouri employers on file, and the 209th of 786 in management of companies. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$97,573,654
Participants with balances376
Active participants250
Employer contributions$1,944,722
Employee contributions$3,134,077
Employer contribution per active participant$7,779
Average account balance$259,504
Benefits paid to participants$7,706,384
Plan auditUnmodified (clean) audit opinion
AuditorSFW PARTNERS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$97.6M · 376 accts · $1.9M emplr
2023$84.7M · 380 accts · $1.3M emplr
2022$73.5M · 370 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,853
Investment management$55,000
Total administrative$82,853
The Ch Holdings USA, Inc. 401(k) match · 2024
Employer contribution per active participant$7,779
Median for plans this size$3,635
2024$7,779 per active participant
2023$5,436 per active participant
2022$6,281 per active participant

Ch Holdings USA, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MMA SECURITIES · Investment advisory (plan)$55,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,853

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$82,853 · 0.09%
2023$70,674 · 0.09%
2022$78,336 · 0.10%
Same employer
Similar plansManagement of Companies · Missouri
Kansas City Southern MO$192.3M · 0.07%
Alberici Corporation MO$181.8M · 0.05%
Xtra Corporation MO$101.5M · 0.15%
McBride & Son Services Co. MO$34.1M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431840138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.