Plan Snapshot
- Plan Sponsor: Championx LLC
- Sponsor EIN: 361520480
- Sponsor Address: 11177 S. STADIUM DR, SUGAR LAND, TX, 77478
- Plan Type: 401(k)
- Total Participants: 4,147
- Total Assets: $724.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,147 | $724.1M | $30.9M | $38.0M |
| 2023 | 4,304 | $633.0M | $29.9M | $36.0M |
| 2022 | 4,253 | $520.6M | $31.3M | $34.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $235,232 | — | $235,232 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $201,879 | — | $201,879 |
| WEAVER AND TIDWELL LLP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- WEAVER AND TIDWELL LLP. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $437,111
- Estimated Expense Ratio: 0.060% 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 | $437,061 | $201,879 | $1,500 | — | — |
| 2023 | $406,872 | $161,508 | $3,600 | — | — |
| 2022 | $372,165 | $130,413 | — | — | — |