Employers › Chart Industries
Recordkeeping fees per participant · Chart Industries, Inc. 401(k) Investment and Savings Plan · plan year 2024
$19.00
Higher than 16% of the 1,697 plans $250M to 1B that report it.
= $87,147 / 4,586
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015092846NAL0004181649001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092846NAL0004181649001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$19.32
Higher than 11% of the 2,324 plans $250M to 1B that report it.
= $88,587 / 4,586
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015092846NAL0004181649001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092846NAL0004181649001, received 2025-10-15
Administrative expenses per participant
$19.32
Higher than 7% of the 2,405 plans $250M to 1B that report it.
= $88,587 / 4,586
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092846NAL0004181649001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092846NAL0004181649001, received 2025-10-15
Administrative expenses as a share of assets
0.021%
Higher than 12% of the 2,407 plans $250M to 1B that report it.
= $88,587 / $428,251,936
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092846NAL0004181649001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015092846NAL0004181649001, received 2025-10-15
Employer contributions per participant
$2,615
Higher than 40% of the 2,457 plans $250M to 1B that report it.
= $11,991,807 / 4,586
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092846NAL0004181649001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092846NAL0004181649001, received 2025-10-15
Employer share of total contributions
30.1%
Higher than 47% of the 2,459 plans $250M to 1B that report it.
= $11,991,807 / $39,872,930
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092846NAL0004181649001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015092846NAL0004181649001, received 2025-10-15
Vesting
“Regardless of the circumstances under which a participant’s relationship with the Company terminates, all deferrals made pursuant to the plan will be fully vested.”
Form 10-K filed 2026-02-27, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015092846NAL0004181649001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CHART INDUSTRIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Plan name | CHART INDUSTRIES, INC. 401(K) INVESTMENT AND SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Sponsor EIN / plan number | 34-1712937 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Sponsor location | BALL GROUND, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Industry (business code) | 332900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Participants, beginning of year | 4,252 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Active participants | 3,630 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Participants, end of year | 4,689 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Participants with an account balance | 4,586 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Total assets, beginning of year | $327,007,414 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Total assets, end of year | $428,251,936 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Net assets, end of year | $428,251,936 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Total income | $81,692,754 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Net income | $28,843,612 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Employer contributions | $11,991,807 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Participant contributions | $22,315,303 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $5,565,820 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Total contributions | $39,872,930 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Benefit payments | $52,620,839 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $52,849,142 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Total administrative expenses | $88,587 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Recordkeeping fees | $87,147 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Administrative expenses excluding investment management | $88,587 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Held in mutual funds | $371,491,486 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015092846NAL0004181649001, received 2025-10-15 |
| Independent auditor | SIKICH CPA LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015092846NAL0004181649001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015092846NAL0004181649001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | NONE | 64 Recordkeeping fees; 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan | $87,147 | yes |
| RAYMOND JAMES | NONE | 27 Investment advisory (plan) | $65,000 | no |
| BDO USA, LLP | NONE | 10 Accounting (including auditing) | $33,056 | no |
| QDRO CONSULTANTS COMPANY, LLC | NONE | 16 Consulting (general); 50 Direct payment from the plan | $1,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015092846NAL0004181649001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $327,007,414 | $428,251,936 | 31.0% |
| Participants with a balance | 3,673 | 4,586 | 24.9% |
| Administrative expenses | $128,850 | $88,587 | -31.2% |
| Recordkeeping fees per participant | $13.85 | $19.00 | 37.2% |
| Employer contributions | $8,504,612 | $11,991,807 | 41.0% |
Prior filing 20241018150134NAL0019248307001, received 2024-10-18; the plan years are contiguous.
Sponsor name as filed: CHART INDUSTRIES, INC.; SEC registrant: CHART INDUSTRIES INC (CIK 892553, matched by EIN; display name from the Form 10-K cover).