401k Record

Employers › CHURCHILL MANAGEMENT

CHURCHILL MANAGEMENT 401(k)

Recordkeeping fees per participant · Churchill Management Corp 401(k) Prof Shar Plan · plan year 2024

$12.94

Higher than 13% of the 14,075 plans $10 to 50M that report it.

Source

= $1,475 / 114
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260609113715NAL0013043186001, received 2026-06-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260609113715NAL0013043186001, received 2026-06-09

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M 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 2026-06-09.

Cost and contributions

Administrative expenses excluding investment management, per participant

$12.94

10th: $15.36median $118.8890th: $340.63

Higher than 8% of the 24,371 plans $10 to 50M that report it.

Source

= $1,475 / 114
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260609113715NAL0013043186001, received 2026-06-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260609113715NAL0013043186001, received 2026-06-09

Administrative expenses per participant

$13.39

10th: $26.86median $197.2590th: $456.10

Higher than 5% of the 25,098 plans $10 to 50M that report it.

Source

= $1,527 / 114
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260609113715NAL0013043186001, received 2026-06-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260609113715NAL0013043186001, received 2026-06-09

Administrative expenses as a share of assets

0.006%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 2% of the 25,132 plans $10 to 50M that report it.

Source

= $1,527 / $25,892,530
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260609113715NAL0013043186001, received 2026-06-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260609113715NAL0013043186001, received 2026-06-09

Employer contributions per participant

$11,003

10th: $664median $2,07490th: $4,751

Higher than 99% of the 24,050 plans $10 to 50M that report it.

Source

= $1,254,391 / 114
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260609113715NAL0013043186001, received 2026-06-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260609113715NAL0013043186001, received 2026-06-09

Employer share of total contributions

50.1%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 93% of the 24,084 plans $10 to 50M that report it.

Source

= $1,254,391 / $2,504,822
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260609113715NAL0013043186001, received 2026-06-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260609113715NAL0013043186001, received 2026-06-09

Plan terms, as stated in CHURCHILL MANAGEMENT Corp's SEC filings

Plan terms are not published in public filings.

Plan features

2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260609113715NAL0013043186001, received 2026-06-09

Full record, Churchill Management Corp 401(k) Prof Shar Plan

FieldValueSource
Plan sponsorCHURCHILL MANAGEMENT CORPORATIONForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260609113715NAL0013043186001, received 2026-06-09
Plan nameCHURCHILL MANAGEMENT CORP 401K PROF SHAR PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20260609113715NAL0013043186001, received 2026-06-09
Sponsor EIN / plan number95-2472632 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260609113715NAL0013043186001, received 2026-06-09
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260609113715NAL0013043186001, received 2026-06-09
Sponsor locationLOS ANGELES, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260609113715NAL0013043186001, received 2026-06-09
Industry (business code)523900, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260609113715NAL0013043186001, received 2026-06-09
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260609113715NAL0013043186001, received 2026-06-09
Filing received2026-06-09Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260609113715NAL0013043186001, received 2026-06-09
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260609113715NAL0013043186001, received 2026-06-09
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260609113715NAL0013043186001, received 2026-06-09
Participants, beginning of year119Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260609113715NAL0013043186001, received 2026-06-09
Active participants113Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260609113715NAL0013043186001, received 2026-06-09
Participants, end of year121Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260609113715NAL0013043186001, received 2026-06-09
Participants with an account balance114Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260609113715NAL0013043186001, received 2026-06-09
Total assets, beginning of year$20,876,260Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260609113715NAL0013043186001, received 2026-06-09
Total assets, end of year$25,892,530Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260609113715NAL0013043186001, received 2026-06-09
Net assets, end of year$25,892,530Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260609113715NAL0013043186001, received 2026-06-09
Total income$6,615,508Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260609113715NAL0013043186001, received 2026-06-09
Net income$5,016,270Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260609113715NAL0013043186001, received 2026-06-09
Employer contributions$1,254,391Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260609113715NAL0013043186001, received 2026-06-09
Participant contributions$1,250,431Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260609113715NAL0013043186001, received 2026-06-09
Total contributions$2,504,822Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260609113715NAL0013043186001, received 2026-06-09
Benefit payments$1,597,711Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260609113715NAL0013043186001, received 2026-06-09
Total expenses (incl. benefit payments)$1,599,238Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260609113715NAL0013043186001, received 2026-06-09
Total administrative expenses$1,527Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260609113715NAL0013043186001, received 2026-06-09
Recordkeeping fees$1,475Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260609113715NAL0013043186001, received 2026-06-09
Investment advisory and management fees$52Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260609113715NAL0013043186001, received 2026-06-09
Administrative expenses excluding investment management$1,475derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260609113715NAL0013043186001, received 2026-06-09
Held in mutual funds$235,343Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260609113715NAL0013043186001, received 2026-06-09
Independent auditorEISNERAMPER LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260609113715NAL0013043186001, received 2026-06-09

Position = column in the DOL layout for form year 2024. Filing 20260609113715NAL0013043186001, received 2026-06-09.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
CHARLES SCHWAB & CO., INC.NONE 33 Securities brokerage; 50 Direct payment from the plan; 59 Shareholder servicing fees; 62 Float revenue; 71 Securities brokerage commissions and fees; 59 Shareholder servicing fees $277yes

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 20260609113715NAL0013043186001, received 2026-06-09.

What changed since the 2023 plan year

Figure20232024Change
Total assets$20,876,260$25,892,53024.0%
Participants with a balance1101143.6%
Administrative expenses$654$1,527133.5%
Recordkeeping fees per participant$5.85$12.94121.0%
Employer contributions$1,146,923$1,254,3919.4%

Prior filing 20241015150214NAL0050061376001, received 2024-10-15; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: CHURCHILL MANAGEMENT CORPORATION; SEC registrant: CHURCHILL MANAGEMENT Corp (CIK 1094749, matched by EIN).