Plan Snapshot
- Plan Sponsor: Challenger Performance
- Sponsor EIN: 831106257
- Sponsor Address: 2001 MARKET STREET, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $9.1M
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 | 78 | $9.1M | $239,384 | $915,377 |
| 2023 | 81 | $7.5M | $317,143 | $904,016 |
| 2022 | 98 | $6.0M | $543,608 | $1.1M |
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 |
|---|---|---|---|---|
| CST GROUP CPAS PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $26,549 | $24,607 | — | — | — |
| 2023 | $21,519 | $18,838 | — | — | — |
| 2022 | $16,549 | — | — | — | — |