# Challenge Unlimited, INC. 401(k) Plan
Source: https://planprovider.pro/companies/challenge-unlimited-inc-370805566-503

> Challenge Unlimited, INC.'s 401(k) plan: 623 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Challenge Unlimited, INC.

- **Sponsor EIN:** 370805566

- **Sponsor Address:** 1528 SOUTH EL CAMINO REAL, SAN MATEO, CA, 94402

- **Plan Type:** 401(k)

- **Plan Number:** 503

- **Total Participants:** 623

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|623|$2.0M|$4.0M|$651,798|

| 2023|608|$2.4M|$3.7M|$602,151|

| 2022|616|$2.6M|$4.1M|$4,546|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FCE BENEFIT ADMINISTRATORS, INC.|Other Service Provider|$273,337|$105,424|$378,761|

| CIGNA HEALTH AND LIFE INSURANCE|Other Service Provider|$96,112|—|$96,112|

| FIDUCIARY PLAN MANAGEMENT SERVICES|Other Service Provider|$43,780|—|$43,780|

| GLOBAL CARE, INC.|Other Service Provider|$38,427|—|$38,427|

| SOUTHERN SCRIPTS|Other Service Provider|$34,641|—|$34,641|

| INEICH & COMPANY, LLP|Auditor|$24,750|—|$24,750|

| UNITED WORKERS WELLNESS|Other Service Provider|$8,744|—|$8,744|

| FIRST HEALTH|Other Service Provider|$6,412|—|$6,412|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [INEICH & COMPANY, LLP](https://planprovider.pro/provider/ineich-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $631,627

- **Estimated Expense Ratio:** 32.170% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$404,069|—|$203,508|$24,750|—|

| 2023|$404,798|—|$209,448|$23,600|—|

| 2022|$394,516|—|$123,155|—|$62,292|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/challenge-unlimited-inc-370805566-503)

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