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

> Challenge Unlimited INC.'s 401(k) plan: 607 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:** 4 EMMIE L. KAUS LANE, ALTON, IL, 62002

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

- **Total Participants:** 607

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|607|$4.9M|$278,078|$643,047|

| 2023|191|$4.4M|$142,024|$337,822|

| 2022|205|$4.6M|$140,432|$328,505|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$16,464|—|$16,464|

| KRILOGY FINANCIAL LLC|INVESTMENT ADVISOR|$14,249|—|$14,249|

| BENEFIT PLANS PLUS|CONTRACT ADMIN|$2,550|$4,679|$7,229|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,942

- **Estimated Expense Ratio:** 0.779% 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|$33,737|—|$33,737|—|—|

| 2023|$28,676|—|$28,676|—|—|

| 2022|$27,873|—|$27,873|—|—|

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