Plan Ledger DOL Form 5500 · updated monthly

Churchill Mortgage Corporation401(k)

CHURCHILL MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.41%

Churchill Mortgage Corporation reported $77,608 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. 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 0.59% to 0.41%. 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 556th-largest of 1,496 plans among Tennessee employers on file, and 3,097th of 4,798 in finance & insurance. active participation has shrunk from 606 to 385 since 2022.

Plan summary
Net assets, end of year$19,684,552
Participants with balances513
Active participants385
Employer contributions—
Employee contributions$1,983,840
Employer contribution per active participant—
Average account balance$38,371
Benefits paid to participants$2,791,828
Plan auditUnmodified (clean) audit opinion
AuditorBLANKENSHIP CPA
Plan history3
Yearassets · accounts · employer contribution
2024$19.7M · 513 accts
2023$17.8M · 592 accts
2022$16.3M · 734 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,955
Investment management$62,653
Total administrative$77,608
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
RAYMOND JAMES · Recordkeeping · Trustee$62,653
ADP, INC. · Loan processing · Recordkeeping$14,955

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, Raymond James
2023ADP, Raymond James

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$77,608 · 0.41%
2023$85,389 · 0.50%
2022$99,829 · 0.59%
Same employer
Similar plansFinance & Insurance · Tennessee
The Farmers Bank TN$20.7M · 0.34%
Brentwood Services, Inc TN$20.1M · 0.47%
Commercial Bancgroup, Inc. TN$20.0M · 0.01%
Premier Holdings, LLC TN$18.7M · 0.15%
Celero Services Corporation TN$17.7M · 0.36%
Independent Bank TN$17.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621494087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.