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Original filing (PDF)20251012151607NAL0000407345001
CHAMPION, INC.
Form 5500
FILING_RECEIVED
CHAMPION, INCORPORATED 401(K) SAFE HARBOR PLAN
401(k) retirement plan
Active participants
411
Accounts w/ balance
264
Plan assets (EOY)
$26.9M
Net assets (EOY)
$26.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 44 bps in Schedule C fees — 53% above peer band of 29 bps.
- 64% 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, INC..
Plan sponsor
Name
CHAMPION, INC.
EIN
38-0412040
Address
P.O. BOX 490 · IRON MOUNTAIN, MI · 49801
Phone
(906) 779-2300
Industry
Constructionsee 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
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ANDREWS HOOPER PAVLIK PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUBUQUE BANK & TRUST COMPANY | 42-0223620 | — | NONE | $85K | — |
Investments
32 direct securities· $26.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 Fund Institutional Class Mutual fund N/A | — | — | — | $5.3M | 19.7% | |
| Nuveen Lifecycle Index 2030 Fund Institutional Class Mutual fund N/A | — | — | — | $4.6M | 17.1% | |
| Nuveen Lifecycle Index 2010 Fund Institutional Class Mutual fund N/A | — | — | — | $3.7M | 13.7% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual fund N/A | — | — | — | $1.6M | 6.0% | |
| Fidelity 500 Index Mutual fund N/A | — | — | — | $1.6M | 5.9% | |
| Nuveen Lifecycle Index 2050 Fund Institutional Class Mutual fund N/A | — | — | — | $1.5M | 5.6% | |
| Baird Mid Cap Growth Fund Institutional Class Mutual fund N/A | — | — | — | $1.0M | 3.9% | |
| DB&T FDIC-Insured Investment Account Money Market N/A | — | — | — | $1.0M | 3.8% | |
| MFS Value Fund Class R6 Mutual fund N/A | — | — | — | $704K | 2.6% | |
| Nuveen Lifecycle Index 2035 Fund Institutional Class Mutual fund N/A | — | — | — | $662K | 2.5% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Mutual fund N/A | — | — | — | $655K | 2.4% | |
| Vanguard Wellesley Income Admiral Shares Mutual fund N/A | — | — | — | $649K | 2.4% | |
| Nuveen Lifecycle Index 2060 Fund Institutional Class Mutual fund N/A | — | — | — | $544K | 2.0% | |
| Nuveen Lifecycle Index 2045 Fund Institutional Class Mutual fund N/A | — | — | — | $513K | 1.9% | |
| Schwab Small Cap Index Fund Mutual fund N/A | — | — | — | $508K | 1.9% | |
| Hartford Schroders International Stock Fund Class SDR Mutual fund N/A | — | — | — | $285K | 1.1% | |
| Nuveen Real Estate Securities Fund Select Fund R6 Mutual fund N/A | — | — | — | $213K | 0.8% | |
| JPMorgan Emerging Markets Equity Fund Class R6 Mutual fund N/A | — | — | — | $203K | 0.8% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual fund N/A | — | — | — | $194K | 0.7% | |
| Nuveen Lifecycle Index 2055 Fund Institutional Class Mutual fund N/A | — | — | — | $192K | 0.7% | |
| Nuveen Lifecycle Index 2025 Fund Institutional Class Mutual fund N/A | — | — | — | $144K | 0.5% | |
| Federated Hermes Institutional High Yield Bond Fund Institutional Shares Mutual fund N/A | — | — | — | $96K | 0.4% | |
| Fidelity Advisor Investment Gr Bd Z Mutual fund N/A | — | — | — | $92K | 0.3% | |
| Invesco International Small-Mid Company Fund Class R6 Mutual fund N/A | — | — | — | $81K | 0.3% | |
| Lord Abbett Short Duration Income Fund Class R6 Mutual fund N/A | — | — | — | $73K | 0.3% | |
| American Century Small Cap Growth Fund R6 Mutual fund N/A 46 Vanguard Mid-Cap Index Fund Admiral Shares Mutual fund N/A | — | — | — | $65K | 0.2% | |
| Nuveen Lifecycle Index 2065 Fund Institutional Class Mutual fund N/A | — | — | — | $52K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Mutual fund N/A | — | — | — | $25K | <0.1% | |
| Nuveen Lifecycle Index 2015 Fund Institutional Class Mutual fund N/A | — | — | — | $24K | <0.1% | |
| Parametric Commodity Strategy Fund Class I Mutual fund N/A | — | — | — | $13K | <0.1% | |
| Nuveen Lifecycle Index 2020 Fund Institutional Class Mutual fund N/A | — | — | — | $5K | <0.1% | |
| Invesco Small Cap Value Class R6 Mutual fund N/A | — | — | — | $2K | <0.1% |
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