Plan Ledger DOL Form 5500 · updated monthly

Ch Industries, Inc.401(k)

CH INDUSTRIES, INC. 401(K) SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

Ch Industries, Inc. reported $29,047 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. 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 0.39% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,337th of 5,688), and 9,534th of 13,661 in manufacturing. active participation has shrunk from 278 to 216 since 2022.

Plan summary
Net assets, end of year$8,323,144
Participants with balances200
Active participants216
Employer contributions—
Employee contributions$612,776
Employer contribution per active participant—
Average account balance$41,616
Benefits paid to participants$906,745
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 200 accts
2023$7.7M · 269 accts
2022$6.9M · 226 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,180
Investment management$14,867
Total administrative$29,047
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
CAMBRIDGE INVESTMENT RESEARCH ADVIS · Investment advisory (plan)$14,865
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$14,179

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$29,047 · 0.36%
2023$23,522 · 0.32%
2022$29,730 · 0.39%
Similar plansManufacturing · Texas
Cs&P Technologies LP TX$8.4M · 0.01%
Elemetal, LLC TX$8.4M · 0.50%
Dormae Products Inc TX$8.3M · 0.04%
Simflo, LLC TX$8.3M · 0.53%
Portacool, LLC TX$8.2M · 0.87%
Weldfit Corporation TX$8.2M · 0.76%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752441125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.