Plan Ledger DOL Form 5500 · updated monthly

Chilton Investment Company Inc.401(k)

CHILTON INVESTMENT COMPANY, INC 401(K) PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Chilton Investment Company Inc. reported $58,529 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,086 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 0.28% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 418th-largest of 1,106 plans among Connecticut employers on file, and the 2,384th of 4,798 in finance & insurance. In 2024, employees put in $5.27 for every $1.00 the employer contributed; active participation has shrunk from 112 to 96 since 2022.

Plan summary
Net assets, end of year$30,810,999
Participants with balances135
Active participants96
Employer contributions$296,292
Employee contributions$1,561,194
Employer contribution per active participant$3,086
Average account balance$228,230
Benefits paid to participants$748,064
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.8M · 135 accts · $296K emplr
2023$24.6M · 131 accts · $282K emplr
2022$19.5M · 135 accts · $282K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,073
Investment management$31,456
Total administrative$58,529
The Chilton Investment Company Inc. 401(k) match · 2024
Employer contribution per active participant$3,086
Median for plans this size$2,416
2024$3,086 per active participant
2023$2,903 per active participant
2022$2,514 per active participant

Chilton Investment Company Inc.'s 2024 employer contribution ran above 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$31,456
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,073

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$58,529 · 0.21%
2023$66,660 · 0.30%
2022$60,352 · 0.28%
Similar plansFinance & Insurance · Connecticut
Herbert J. Sims & Co., Inc. CT$30.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352743592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.