# Christie Business Holding Company, PC 401(k) Plan
Source: https://planprovider.pro/companies/christie-business-holding-company-pc-401k-plan

> Christie Business Holding Company, PC's 401(k) plan: 1,016 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Christie Business Holding Company, PC

- **Sponsor EIN:** 262813652

- **Sponsor Address:** 101 WEST UNIVERSITY AVENUE, CHAMPAIGN, IL, 618203909

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

- **Total Participants:** 1,016

- **Total Assets:** $231.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,016|$231.0M|$7.7M|$5.8M|

| 2023|967|$209.8M|$7.1M|$5.7M|

| 2022|844|$181.4M|$6.4M|$5.2M|

## 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|

| MILLIMAN, INC.|NONE|$249,087|—|$249,087|

| COZAD ASSET MANAGEMENT IN|NONE|$36,178|—|$36,178|

| CHARLES SCHWAB TRUST BANK|NONE|$68|$9,644|$9,712|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [COZAD ASSET MANAGEMENT IN](https://planprovider.pro/provider/cozad-asset-management-inc) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $294,977

- **Estimated Expense Ratio:** 0.128% 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|$347,355|$98,091|—|—|—|

| 2023|$302,902|$30,217|$272,672|—|—|

| 2022|$281,301|—|—|—|$281,301|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/christie-business-holding-company-pc-401k-plan)

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