Plan Snapshot
- Plan Sponsor: Chs, INC.
- Sponsor EIN: 410251095
- Sponsor Address: 5500 CENEX DR, MS480, INVER GROVE HEIGHTS, MN, 55077
- Plan Type: 401(k)
- Total Participants: 8,864
- Total Assets: $1.8B
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 | 8,864 | $1.8B | $44.8M | $82.5M |
| 2023 | 8,589 | $1.6B | $41.5M | $75.4M |
| 2022 | 8,124 | $1.4B | $36.5M | $66.5M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC. | NONE | $464,688 | — | $464,688 |
| VANGUARD ADVISERS, INC. | NONE | $436,075 | — | $436,075 |
| ADVANCED CAPITAL GROUP, INC. | NONE | $90,000 | — | $90,000 |
| GRANT THORNTON LLP | NONE | $8,066 | — | $8,066 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS, INC. — NONE
- GRANT THORNTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $998,829
- Estimated Expense Ratio: 0.056% 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 | $1,053,394 | $451,075 | — | $8,066 | — |
| 2023 | $1,116,062 | $478,360 | — | $6,494 | — |
| 2022 | $1,181,887 | $619,099 | — | — | $28,432 |