Original filing (PDF)20251014165733NAL0001676739001

Challenger Companies, Inc.

Name: Challenger Companies, Inc. — Challenger Companies, Form 5500 (2024)
Creator: Challenger Companies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Challenger Companies, Inc. 401(k) Plan

401(k) retirement plan · Challenger Companies, Inc.'s Challenger Companies, Inc. 401(k) Plan held $9.7M in plan assets for 166 participants in 2024, with Empower as recordkeeper.

Active participants

166

Accounts w/ balance

165

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHALLENGER COMPANIES, INC..

Plan sponsor

Name

CHALLENGER COMPANIES, INC.

EIN

84-1433181all filings

Address

1415 MADISON AVE. · NAMPA, ID · 836873039

Phone

(208) 461-0608

Industry

Electrical Contractors· Construction

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

2025-10-14

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE OF AMER	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TUMWATER WEALTH MANAGEMENT, LLC	—	BOISE, ID	INVESTMENT ADVISOR	$41K	—

Investments

27 direct securities· $9.5M(98% of reported assets)

Mutual Funds

$9.2M

23 holdings

Common Collective Trusts

$158K

3 holdings

Other securities

$86K

1 holding

					% of plan
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$1.8M	18.8%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$1.2M	12.4%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$976K	10.1%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$775K	8.0%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$705K	7.3%
DFA World ex US Core Equity Instl Mutual Fund	Mutual Funds	—	—	$591K	6.1%
DFA US Targeted Value I Mutual Fund	Mutual Funds	—	—	$486K	5.0%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$485K	5.0%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$397K	4.1%
Vanguard Growth Index Adm Mutual Fund	Mutual Funds	—	—	$356K	3.7%
DFA US Large Cap Value I Mutual Fund	Mutual Funds	—	—	$280K	2.9%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$233K	2.4%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$197K	2.0%
DFA US Small Cap Value I Mutual Fund	Mutual Funds	—	—	$185K	1.9%
Vanguard Mid-Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$134K	1.4%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$131K	1.4%
Vanguard Large Cap Index Adm Mutual Fund	Mutual Funds	—	—	$100K	1.0%
Key Guaranteed Portfolio Fund Fixed Annuity	Other securities	—	—	$86K	0.9%
DFA Inflation – Protected Securities I Mutual Fund	Mutual Funds	—	—	$66K	0.7%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$55K	0.6%
Vanguard Total Stock Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$54K	0.6%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Common Collective Trusts	—	—	$49K	0.5%
Vanguard Real Estate Index Admiral Mutual Fund	Mutual Funds	—	—	$40K	0.4%
Vanguard International Growth Adm Mutual Fund	Mutual Funds	—	—	$37K	0.4%
DFA Emerging Markets Small Cap I Mutual Fund	Mutual Funds	—	—	$17K	0.2%
DFA International Small Cap Value I Mutual Fund	Mutual Funds	—	—	$13K	0.1%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$1K	<0.1%