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Original filing (PDF)20250729144114NAL0007846114001
CHF INDUSTRIES INC
Form 5500
FILING_RECEIVED
CHF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
125
Accounts w/ balance
152
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
24 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHF INDUSTRIES INC.
Plan sponsor
Name
CHF INDUSTRIES INC
EIN
01-0671659
Address
9741-A SOUTHERN PINE BLVD · CHARLOTTE, NC · 282735541
Phone
(704) 522-5116
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FA, INC. | 35-1151034 | — | OTHER SERVICES | $0 | — |
Investments
22 direct securities · 24 pooled funds· $39.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$19.4M
22 holdings
Common Collective Trust
$10.5M
14 holdings
Pooled Separate Account
$9.5M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.5M | 14.0% | |
| Principal LifeTime Hybrid 2010 CIT | — | — | — | $3.5M | 14.0% | |
| PRIN LIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.9M | 11.8% | |
| Principal LifeTime Hybrid 2025 CIT | — | — | — | $2.8M | 11.1% | |
| Principal LifeTime Hybrid Inc CIT | — | — | — | $2.6M | 10.4% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.6M | 10.4% | |
| Principal LifeTime Hybrid 2035 CIT | — | — | — | $2.3M | 9.4% | |
| PRIN CAPITAL APPR SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $2.3M | 9.4% | |
| PRIN LIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 7.6% | |
| Invesco Dev Mark A Fd | — | — | — | $1.5M | 6.2% | |
| PRIN CORE PLUS BOND SEP ACT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.5M | 6.2% | |
| Principal Real Estate Secs Sep Acct | — | — | — | $1.1M | 4.4% | |
| Principal LifeTime Hybrid 2045 CIT | — | — | — | $827K | 3.3% | |
| Principal LifeTime Hybrid 2050 CIT | — | — | — | $795K | 3.2% | |
| PRIN MIDCAP GROWTH III SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $795K | 3.2% | |
| Principal MidCap Growth III Sep Acct | — | — | — | $638K | 2.5% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $638K | 2.5% | |
| Principal LgCap S&P 500 Index Sep Acct | — | — | — | $556K | 2.2% | |
| PRIN INTL EQ SEPARATE ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $556K | 2.2% | |
| Principal Capital Appreciation Sep Acct | — | — | — | $515K | 2.1% | |
| PRIN LIFETIME HY 2020 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $515K | 2.1% | |
| Principal LifeTime Hybrid 2040 CIT | — | — | — | $467K | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $467K | 1.9% | |
| Principal U.S. Property Sep Acct | — | — | — | $418K | 1.7% | |
| PRIN LIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $418K | 1.7% | |
| Principal International I Separate Acct | — | — | — | $309K | 1.2% | |
| PRIN LIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $309K | 1.2% | |
| PRIN LIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $293K | 1.2% | |
| Principal Stable Value Fund | — | — | — | $239K | 1.0% | |
| PRIN LIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $230K | 0.9% | |
| Principal SmallCap S&P 600 Index SA | — | — | — | $219K | 0.9% | |
| PRIN U.S. PROPERTY SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $219K | 0.9% | |
| American Funds Am Mut R3 Fd | — | — | — | $193K | 0.8% | |
| PRIN LIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $193K | 0.8% | |
| PRINCIPAL OVERSEAS SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $174K | 0.7% | |
| Principal Core Plus Bond Separate Acct | — | — | — | $126K | 0.5% | |
| PRIN REAL ESTATE SECS SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $126K | 0.5% | |
| American Funds Grth Fd of Am R3 Fund | — | — | — | $106K | 0.4% | |
| PRIN LIFETIME HY INC CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $106K | 0.4% | |
| Fidelity Adv Sm Cap Val A Fund | — | — | — | $101K | 0.4% | |
| PRIN LIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $63K | 0.3% | |
| Principal Overseas Separate Account | — | — | — | $31K | 0.1% | |
| PRIN LIFETIME HY 2065 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $31K | 0.1% | |
| Participant Loans | — | — | — | $856 | <0.1% | |
| PRIN LIFETIME HY 2015 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $854 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
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