Plan Snapshot
- Plan Sponsor: The Churchill Companies
- Sponsor EIN: 411494519
- Sponsor Address: 333 SOUTH SEVENTH STREET SUITE 3100, MINNEAPOLIS, MN, 554022414
- Plan Type: 401(k)
- Total Participants: 1,045
- Total Assets: $216.8M
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 | 1,045 | $216.8M | $2.9M | $9.5M |
| 2023 | 1,082 | $193.4M | $2.9M | $9.2M |
| 2022 | 1,069 | $166.5M | $2.6M | $8.4M |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
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 | $123,889 | $1,795 | — | — | — |
| 2023 | $151,641 | — | — | — | — |
| 2022 | $124,651 | $52 | $124,599 | — | — |