Plan Snapshot
- Plan Sponsor: Chg Companies, INC.
- Sponsor EIN: 581615085
- Sponsor Address: 7259 S BINGHAM JUNCTION BLVD, MIDVALE, UT, 84047
- Plan Type: 401(k)
- Total Participants: 6,488
- Total Assets: $513.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,488 | $513.4M | $13.6M | $43.0M |
| 2023 | 10,222 | $417.9M | $13.7M | $42.3M |
| 2022 | 7,365 | $315.3M | $13.6M | $42.0M |
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 | $364,005 | — | $364,005 |
| SAGEVIEW ADVISORY GROUP, LLC | CONSULTANT | $112,857 | — | $112,857 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP, LLC — CONSULTANT
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $476,862
- Estimated Expense Ratio: 0.093% 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 | $476,862 | — | $600 | — | — |
| 2023 | $358,908 | $2,877 | $300 | — | — |
| 2022 | $382,465 | — | — | — | — |