Plan Ledger DOL Form 5500 · updated monthly

Cha Technologies, Inc.401(k)

CHA GROUP RETIREMENT PLAN · ROGERSVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Cha Technologies, Inc. reported $2,181 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,713 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 1 year on file its reported administrative ratio rose from 0.03% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Tennessee (1,017th of 1,496), and 10,727th of 13,661 in manufacturing. In 2022, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,917,375
Participants with balances158
Active participants115
Employer contributions$196,998
Employee contributions$296,821
Employer contribution per active participant$1,713
Average account balance$37,452
Benefits paid to participants$890,854
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $10K emplr
2023$5.9M · 150 accts · $185K emplr
2022$5.9M · 158 accts · $197K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,181
Total administrative$2,181
The Cha Technologies, Inc. 401(k) match · 2022
Employer contribution per active participant$1,713
Median for plans this size$1,114
2023$2,801 per active participant
2022$1,713 per active participant

Cha Technologies, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$2,830 · 0.05%
2022$2,181 · 0.03%
Similar plansManufacturing · Tennessee
M3 Technology Group, Inc. TN$6.1M · 0.66%
Tag Manufacturing, Inc. TN$5.8M · 0.72%
Omega Plastics, LLC TN$5.8M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 571008292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.