AUMdb

The Challenger 401(k) Plan

Sponsored by Challenger Performance · EIN 831106257 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
78
With balances
113

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Forest Capital Management, Llc Recordkeeping, Trustee (institutional), Other services $24,607
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $1,941