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Original filing (PDF)20251015150717NAL0004946097001
CHAMPION MANAGEMENT
Form 5500
FILING_RECEIVED
CHAMPION MANAGEMENT 401(K) PLAN
401(k) retirement plan
Active participants
300
Accounts w/ balance
175
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
80
Knocking points off
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAMPION MANAGEMENT.
Plan sponsor
Name
CHAMPION MANAGEMENT
EIN
20-8177639
Address
4861 WAYWOOD DR. · ZACHARY, LA · 70791
Phone
(225) 952-9141
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
KUSHNER LAGRAIZE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP, INC | 72-1487108 | KENNER, LA | TPA | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $101 | — |
Investments
32 direct securities · 1 pooled fund· $4.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.4M
32 holdings
Pooled Separate Account
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.4M | 96.6% | |
| Empower Mass Mutual Select T Rowe Price Ret 2030 | — | — | — | $283K | 11.6% | |
| Empower Vanguard 500 Index | — | — | — | $268K | 11.0% | |
| Empower Mass Mutual Select T Rowe Price Ret 2045 | — | — | — | $213K | 8.8% | |
| Empower Mass Mutual Select T Rowe Price Ret 2015 | — | — | — | $182K | 7.5% | |
| Empower Mass Mutual Select T Rowe Price Ret 2035 | — | — | — | $171K | 7.0% | |
| Empower Franklin Growth | — | — | — | $159K | 6.5% | |
| Empower Mass Mutual Select T Rowe Price Ret 2055 | — | — | — | $155K | 6.4% | |
| Empower Mass Mutual Select T Rowe Price Ret 2025 | — | — | — | $152K | 6.3% | |
| Empower Mass Mutual Select T Rowe Price Ret 2040 | — | — | — | $121K | 5.0% | |
| Empower Mass Mutual Small Cap Val | — | — | — | $94K | 3.9% | |
| Empower Mass Mutual Select T Rowe Price Ret 2050 | — | — | — | $92K | 3.8% | |
| Empower Lord Abbett Int'l Opport R6 | — | — | — | $82K | 3.4% | |
| Empower Vanguard Small-Cap Index | — | — | — | $82K | 3.4% | |
| Empower Invesco Small Cap Growth | — | — | — | $82K | 3.4% | |
| Empower American Funds Capital Income Builder | — | — | — | $54K | 2.2% | |
| Empower Mass Mutual Select T Rowe Price Ret 2020 | — | — | — | $51K | 2.1% | |
| PARTICIPANT LOANS Participant loans Interest rate 7.50% - 10.50% - | — | — | — | $50K | 2.1% | |
| Empower Mass Mutual Select T Rowe Price Ret 2060 | — | — | — | $39K | 1.6% | |
| Investment Contract * Empower Fixed Account | — | — | — | $19K | 0.8% | |
| Empower PIMCO Income Institutional ** 41 * Empower Invesco Int'l Diversified R6 | — | — | — | $16K | 0.6% | |
| Empower Vanguard Total Intl Stock | — | — | — | $11K | 0.5% | |
| Empower American Funds Investment Co of America | — | — | — | $11K | 0.5% | |
| Empower Mass Mutual Select T Rowe Price Ret 2010 | — | — | — | $7K | 0.3% | |
| Empower Franklin Mutual Global Discovery | — | — | — | $6K | 0.2% | |
| Empower DWS RREEF Real Estate Sec ** 477 * Empower Allspring Special Mid-Cap Value | — | — | — | $5K | 0.2% | |
| Empower Invesco Diversified Dividend | — | — | — | $4K | 0.2% | |
| Empower Mass Mutual Mid Cap Growth | — | — | — | $2K | <0.1% | |
| Empower Franklin Int'l Equity | — | — | — | $2K | <0.1% | |
| Empower Vanguard Total Bond Market Index | — | — | — | $2K | <0.1% | |
| Empower Invesco Intermediate Bond ** 82 * Empower Mass Mutual Select TRP Retirement Balance | — | — | — | $1K | <0.1% | |
| Empower MFS Total Return | — | — | — | $1K | <0.1% | |
| Empower Vanguard Mid-Cap Index | — | — | — | $1K | <0.1% |