Plan Ledger DOL Form 5500 · updated monthly

Champion Windows Inc401(k)

CHAMPION WINDOWS INC 401(K) PROFIT SHARING PLAN & TRUST · VALENCIA, CA · plan year 2022

Reported admin expense ratio · 2022
0.43%

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

Champion Windows Inc reported $4,733 in plan administrative expenses for 2022: 0.43% of average plan assets, below the peer median. Employer contributions averaged $1,111 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,703rd of 9,483), and 4,910th of 5,215 in retail trade. In 2022, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,215,720
Participants with balances53
Active participants130
Employer contributions$144,384
Employee contributions$241,932
Employer contribution per active participant$1,111
Average account balance$22,938
Benefits paid to participants$10,746
Plan auditUnmodified (clean) audit opinion
AuditorSTERN, KORY, SREDEN & MORGAN, AAC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,212
Investment management$521
Total administrative$4,733
The Champion Windows Inc 401(k) match · 2022
Employer contribution per active participant$1,111
Median for plans this size$1,114

Champion Windows Inc's 2022 employer contribution ran below 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 history1
2022$4,733 · 0.43%
Similar plansRetail Trade · California
R Ranch Market, Inc. CA$1.3M · 0.37%
Wild Roots Market Inc CA$1.3M · 0.54%
Mass Automotive Group LLC CA$1.2M · 2.09%
Sanctuary Clothing LLC CA$1.2M · 1.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710980617 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.