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Original filing (PDF)20260209164147NAL0001904115001
CHS EMPLOYEE GROUP, LLC
Form 5500
FILING_RECEIVED
CHS EMPLOYEE GROUP, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
1,801
Accounts w/ balance
2,008
Plan assets (EOY)
$100.4M
Net assets (EOY)
$100.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
27 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
89
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHS EMPLOYEE GROUP, LLC.
Plan sponsor
Name
CHS EMPLOYEE GROUP, LLC
EIN
23-2704721
Address
103 POWELL COURT · BRENTWOOD, TN · 37027
Phone
(615) 660-6760
Industry
Health Care & Social Assistancesee 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
2026-02-09
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | — | NEW YORK, NY | INVESTMENT ADVISOR | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC PC | — | BRENTWOOD, TN | AUDITOR | $24K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLLAND & KNIGHT LLP | — | ATLANTA, GA | ATTORNEY | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
24 direct securities · 4 pooled funds· $102.3M(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
$68.8M
24 holdings
Pooled Separate Account
$33.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $18.6M | 18.6% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $9.9M | 9.9% | |
| Empower Guaranteed income Fund | — | — | — | $9.7M | 9.7% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $8.5M | 8.5% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $7.8M | 7.7% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $7.0M | 7.0% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $5.2M | 5.2% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $4.6M | 4.6% | |
| T. Rowe Price Capital Appreciation Fund | — | — | — | $4.6M | 4.5% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $4.4M | 4.4% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $3.9M | 3.9% | |
| T. ROWE US MID CAP GRW EQTY (IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $3.3M | 3.3% | |
| T. Rowe Price Spectrum Income Fund | — | — | — | $2.4M | 2.4% | |
| Empower Equity Strategy Fund | — | — | — | $1.7M | 1.7% | |
| SA/T. ROWE PRICE EQUITY INCOME STRA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 265 | Pooled Separate Account | — | — | $1.7M | 1.7% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $1.5M | 1.5% | |
| Undiscovered MGRS Behavioral Value R6 | — | — | — | $1.4M | 1.4% | |
| T. Rowe Price Overseas Stock Fund | — | — | — | $1.1M | 1.1% | |
| with various maturity dates through February 2037 - | — | — | — | $846K | 0.8% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $787K | 0.8% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $749K | 0.7% | |
| T. Rowe Price U.S. Treasury Intermediate Fund | — | — | — | $711K | 0.7% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $565K | 0.6% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $466K | 0.5% | |
| DoubleLine Funds Trust Core Fixed Income Fund | — | — | — | $391K | 0.4% | |
| AllSpring Real Return R6 | — | — | — | $296K | 0.3% | |
| PGIM Investments Jennison Emerging Markets EQ R6 Fund | — | — | — | $167K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $81K | <0.1% |
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