Plan Ledger DOL Form 5500 · updated monthly

Churchill Management Corporation401(k)

CHURCHILL MANAGEMENT CORP 401K PROF SHAR PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Churchill Management Corporation reported $1,527 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,101 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 0.007% to 0.007%. 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 3,012th-largest of 9,483 plans among California employers on file, and 2,641st of 4,798 in finance & insurance. In 2024, the employer put in $1.00 for every $1.00 employees contributed themselves; active participation has grown from 100 to 113 since 2022.

Plan summary
Net assets, end of year$25,892,530
Participants with balances114
Active participants113
Employer contributions$1,254,391
Employee contributions$1,250,431
Employer contribution per active participant$11,101
Average account balance$227,127
Benefits paid to participants$1,597,711
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.9M · 114 accts · $1.3M emplr
2023$20.9M · 110 accts · $1.1M emplr
2022$16.4M · 107 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,475
Investment management$52
Total administrative$1,527
The Churchill Management Corporation 401(k) match · 2024
Employer contribution per active participant$11,101
Median for plans this size$2,416
2024$11,101 per active participant
2023$10,620 per active participant
2022$10,168 per active participant

Churchill Management Corporation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
CHARLES SCHWAB & CO., INC. · Securities brokerage$277

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$1,527 · 0.01%
2023$654 · 0.00%
2022$1,278 · 0.01%
Same employer
Similar plansFinance & Insurance · California
Myvest Corporation CA$26.4M · 0.02%
Coasthills Credit Union CA$26.2M · 0.14%
Southland Credit Union CA$25.9M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952472632 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.