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Original filing (PDF)20240221191155NAL0001898355001
CHR EMPLOYEES, LLC
Form 5500
FILING_RECEIVED
CHR EMPLOYEES 401K PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.2 mo~194 bps in Sched C fees
Active participants
47
Accounts w/ balance
146
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
87
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.2 months past the 10.5-month grace window.
- 194 bps in Schedule C fees — 274% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHR EMPLOYEES, LLC.
Plan sponsor
Name
CHR EMPLOYEES, LLC
EIN
84-3936864
Address
1211 W 22ND STREET, SUITE 1002 · OAK BROOK, IL · 60523
Phone
(312) 668-8961
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-02-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PAGLIUCO OPALACZ & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIRE. SOLUTIONS, LLC | 13-3689044 | — | RECORDKEEPER | $28K | — |
| HUNTER BENEFITS CONSULTING GROUP | 36-4430093 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHERIDAN ROAD ADVISORS, LLC | 13-4284240 | — | INVESTMENT ADVISORY-PLAN | $11K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY-PLAN | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAGLIUCO OPALACZ & ASSOCIATES | 75-3079509 | — | AUDIT | $14K | — |
Investments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| POOLED SEPARATE ACCOUNTS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | <0.1% |
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