Plan Ledger DOL Form 5500 · updated monthly

Chf Industries Inc401(k)

CHF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Chf Industries Inc reported $5,989 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,749 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 0.03% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 637th-largest of 2,005 plans among North Carolina employers on file, and the 5,123rd of 13,661 in manufacturing. In 2024, employees put in $4.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,026,479
Participants with balances152
Active participants125
Employer contributions$218,597
Employee contributions$950,230
Employer contribution per active participant$1,749
Average account balance$164,648
Benefits paid to participants$2,482,157
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.0M · 152 accts · $219K emplr
2023$23.4M · 164 accts · $191K emplr
2022$18.8M · 167 accts · $191K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,989
Total administrative$5,989
The Chf Industries Inc 401(k) match · 2024
Employer contribution per active participant$1,749
Median for plans this size$2,416
2024$1,749 per active participant
2023$1,529 per active participant
2022$1,479 per active participant

Chf Industries Inc's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$5,988
OSAIC FA, INC. · Other servicesindirect comp

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$5,989 · 0.02%
2023$5,500 · 0.03%
2022$6,964 · 0.03%
Same employer
Similar plansManufacturing · North Carolina
Marsh Furniture Company NC$25.7M · 0.31%
Technibilt, LTD. NC$25.4M · 0.66%
Liggett Group Inc. NC$25.1M · 0.15%
South Atlantic, LLC NC$24.8M · 0.26%
Tokai Carbon GE LLC NC$24.6M · 0.07%
T.W. Garner Food Company NC$24.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010671659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.