How big is Challenger Services, Inc.'s plan?

Challenger Services, Inc.'s plan reported $768K in assets and 4 participants for 2025.

Original filing (PDF)20260227182311NAL0000776625001

Challenger Services, Inc.

Name: Challenger Services, Inc. — Challenger Services, Form 5500 (2025)
Creator: Challenger Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Challenger Services, Inc., 401(k) Plan

401(k) retirement plan · Challenger Services, Inc.'s Challenger Services, Inc., 401(k) Plan held $768K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

Plan identifiers

Challenger Services, Inc.'s EIN is 81-0507574.

EIN 81-0507574

Plan number 001

Plan year 2025

ACK ID 20260227182311NAL0000776625001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Challenger Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Challenger Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CHALLENGER SERVICES, INC.

EIN

all filings

Address

P.O. BOX 10880 · BOZEMAN, MT · 59719

Phone

(406) 388-3330

Industry

Professional & Technical Services

Plan administrator