Employers › CHS › plan 014
Recordkeeping fees per participant · CHS Inc. 401(k) Plan · plan year 2024
$34.70
Higher than 51% of the 790 plans over $1B that report it.
= $459,013 / 13,227
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013151823NAL0002294160001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013151823NAL0002294160001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans over $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 2025-10-13.
Administrative expenses excluding investment management, per participant
$45.54
Higher than 51% of the 1,045 plans over $1B that report it.
= $602,319 / 13,227
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013151823NAL0002294160001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013151823NAL0002294160001, received 2025-10-13
Administrative expenses per participant
$79.64
Higher than 58% of the 1,076 plans over $1B that report it.
= $1,053,394 / 13,227
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013151823NAL0002294160001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013151823NAL0002294160001, received 2025-10-13
Administrative expenses as a share of assets
0.059%
Higher than 64% of the 1,076 plans over $1B that report it.
= $1,053,394 / $1,783,052,916
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013151823NAL0002294160001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013151823NAL0002294160001, received 2025-10-13
Employer contributions per participant
$3,387
Higher than 44% of the 1,135 plans over $1B that report it.
= $44,804,546 / 13,227
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013151823NAL0002294160001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013151823NAL0002294160001, received 2025-10-13
Employer share of total contributions
32.7%
Higher than 47% of the 1,135 plans over $1B that report it.
= $44,804,546 / $137,215,363
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013151823NAL0002294160001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013151823NAL0002294160001, received 2025-10-13
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013151823NAL0002294160001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CHS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Plan name | CHS INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Sponsor EIN / plan number | 41-0251095 / 014 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Sponsor location | INVER GROVE HEIGHTS, MN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Industry (business code) | 424990, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Participants, beginning of year | 13,095 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Active participants | 8,864 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Participants, end of year | 13,421 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Participants with an account balance | 13,227 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Total assets, beginning of year | $1,585,995,804 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Total assets, end of year | $1,783,052,916 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Net assets, end of year | $1,783,052,916 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Total income | $339,009,804 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Net income | $197,058,601 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Employer contributions | $44,804,546 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Participant contributions | $82,488,979 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $9,921,838 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Total contributions | $137,215,363 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Benefit payments | $140,897,809 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $141,951,203 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Total administrative expenses | $1,053,394 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Recordkeeping fees | $459,013 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| IQPA audit fees | $8,066 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Investment advisory and management fees | $451,075 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Administrative expenses excluding investment management | $602,319 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Held in common/collective trusts | $1,236,833,355 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Held in mutual funds | $503,581,538 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013151823NAL0002294160001, received 2025-10-13 |
| Independent auditor | GRANT THORNTON LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013151823NAL0002294160001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013151823NAL0002294160001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VANGUARD GROUP INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 21 Trustee (bank, trust company or similar); 33 Securities brokerage; 38 Participant communication; 50 Direct payment from the plan | $464,688 | yes |
| VANGUARD ADVISERS, INC. | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $436,075 | no |
| ADVANCED CAPITAL GROUP, INC. | NONE | 27 Investment advisory (plan); 38 Participant communication; 50 Direct payment from the plan | $90,000 | no |
| GRANT THORNTON LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $8,066 | 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 20251013151823NAL0002294160001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,585,995,804 | $1,783,052,916 | 12.4% |
| Participants with a balance | 12,905 | 13,227 | 2.5% |
| Administrative expenses | $1,116,062 | $1,053,394 | -5.6% |
| Recordkeeping fees per participant | $35.73 | $34.70 | -2.9% |
| Employer contributions | $41,489,290 | $44,804,546 | 8.0% |
Prior filing 20241015171705NAL0015157763001, received 2024-10-15; the plan years are contiguous.