Plan Ledger DOL Form 5500 · updated monthly

Churchill Holdings, Inc.ESOP

CHURCHILL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · BRENTWOOD, TN · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Churchill Holdings, Inc. reported $35,927 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,249 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 rose from 0.05% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other management of companies employers. By assets it is the 241st-largest of 1,496 plans among Tennessee employers on file, and the 250th of 786 in management of companies.

Plan summary
Net assets, end of year$63,930,612
Participants with balances624
Active participants436
Employer contributions$980,579
Employee contributions—
Employer contribution per active participant$2,249
Average account balance$102,453
Benefits paid to participants$431,087
Plan auditUnmodified (clean) audit opinion
AuditorBLANKENSHIP CPA GROUP, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$31.0M · 678 accts · $1.3M emplr
2023$49.4M · 644 accts · $981K emplr
2022$63.9M · 624 accts · $981K emplr
Administrative expenses, itemized · 2022
Professional / advisory$33,919
Total administrative$35,927
Employer contributions to the Churchill Holdings, Inc. plan · 2022
Employer contribution per active participant$2,249
Median for plans this size$3,449
2024$3,966 per active participant
2023$2,810 per active participant
2022$2,249 per active participant

Churchill Holdings, Inc.'s 2022 employer contribution ran below the $3,449 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
2024$55,027 · 0.14%
2023$51,553 · 0.09%
2022$35,927 · 0.05%
Similar plansManagement of Companies · Tennessee
Clayton Homes, Inc. TN$1.6B · 0.13%
The Terminix Company, LLC TN$483.2M · 0.18%
Sp Management Services, Inc. TN$413.6M · 0.23%
Unaka Company, Inc TN$39.5M · 0.12%
Omnia Partners, LLC TN$36.8M · 0.32%
Bpc Corporation TN$24.4M · 0.08%
Radians, Inc. TN$24.1M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 901013848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.