My Plan Facts

Minnesota › Manufacturing › 100 to 249 participants

Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025

Chandler Exhibits, Inc. 401(k) Retirement Plan

Sponsored by Chandler Exhibits, Inc., Afton, MN

401(k) planautomatic enrollmentplan year 2025 filing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$11.2Mnet assets, end of plan year+8% on the year
140participants108 active
$79,909net assets per participantsame-size median $60,185
$2,860employer contributions per active participantsame-size median $2,447

In the plan year ending 31 Dec 2025, Chandler Exhibits, Inc. 401(k) Retirement Plan covered 140 participants and held $11.2M in net assets. The plan is a 401(k) plan sponsored by Chandler Exhibits, Inc. of Afton, Minnesota.

Net assets came to $75,368 per participant in plan year 2024, well above the $60,185 median for defined contribution plans with 100 to 249 participants and above the $62,303 median for defined contribution plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $309K during the year, or $2,860 per active participant against a same-size median of $2,447; participants contributed $642K and $4,624 arrived as rollovers and other contributions. Benefits paid out totalled $1.8M.

Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $66K: $473 per participant, well above the same-size median of $194. Administrative expenses charged to the plan were $66K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $5.4M in 2018 to $11.2M in 2025 (up 106%), and participants from 144 to 140 (down 3%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

Measure, plan year 2024This planSame sizeSame industryAll US DC plans
Net assets per participant$75,368$60,185$62,303$53,102
Employer contributions per active participant$2,754$2,447$2,187$2,175
Schedule C compensation per participant$486$194$136$123
Schedule C compensation, share of net assets0.64%0.32%0.24%0.26%
Administrative expenses per participant$486$176$131$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), manufacturing (11,377) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2018: $5.4M2019: $7.5M2020: $8.7M2021: $10.2M2022: $8.7M2023: $10.0M2024: $10.3M2025: $11.2M$5.4M$11.2M20182020202220242025
Net assets at year end
2018: 1442019: 1512020: 1592021: 1592022: 1722023: 1422024: 1372025: 14014417214020182020202220242025
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2025140$11.2M$79,907$309K$642K$66K
2024137$10.3M$75,365$273K$620K$67K
2023142$10.0M$70,127$297K$610K$57K
2022172$8.7M$50,337$314K$673K$61K
2021159$10.2M$64,321$287K$613K$64K
2020159$8.7M$54,893$280K$607K$52K
2019151$7.5M$49,960$298K$610K$47K
2018144$5.4M$37,639$462K$551K$36K

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$10,325,412
  • Employer contributions$308,921
  • Participant contributions$642,310
  • Rollovers and other contributions$4,624
  • Total contributions$955,855
  • Total income, including investment results$2,693,574
  • Benefits paid$1,765,434
  • Administrative expenses$66,252
  • Total expenses$1,831,686
  • Net income$861,888
  • Net transfers$0
  • Net assets, end of year$11,187,300

Participants

  • Active participants108
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits32
  • Participants with account balances136
  • Total participants, end of year140

Fees and service providers

$66KSchedule C compensation to organisations$66K direct · $1 indirect
$473per participantsame-size median $194
0.59%of net assetssame-size median 0.32%
$66Kadministrative expenses charged to the plan$473 per participant
OrganisationServices reportedDirectIndirect
Freedom Financial PartnersInvestment advisory (plan)$49,375$0
Ascensus LLCParticipant loan processing; Recordkeeping and information management$16,878$1

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Investment advisory and management fees$49,375
  • Contract administrator fees$16,877
  • Total administrative expenses$66,252

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$11.1M · 98.9%
  • Participant loans$118K · 1.1%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $1,000,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2EProfit-sharing plan
  • 3DPre-approved pension plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2FERISA section 404(c) plan
  • 2TTotal or partial participant-directed account plan with a default investment account

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 337000: Furniture & Related Product Manufacturing.

Similar plans in Minnesota

PlanSponsorParticipantsNet assetsPer participant
Ritchie Engineering Company Savings and Retirement PlanRitchie Engineering Company, Inc.142$10.5M$73,653
Lerner Universal Corporation 401(k) Retirement Savings PlanLerner Publishing Group139$16.2M$116,817
Stylmark Incorporated 401(k) PlanStylmark, Inc.142$10.5M$73,896
Arrow Lift Unity Retirement PlanDRN Enterprises, Inc. DBA Arrow Lift Accessibility138$6.1M$44,389
Nexen Group Inc. Retirement Savings PlanNexen Group Inc.144$58.4M$405,351
Arrow Finishing, Inc. 401(k) PlanArrow Finishing, Inc.138$12.3M$89,332

Defined contribution plans in manufacturing closest in size.

Questions and answers

How big is Chandler Exhibits, Inc. 401(k) Retirement Plan?

140 participants at the end of the plan year ending 31 Dec 2025, of whom 108 were active employees, with net assets of $11,187,300. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.

What does Chandler Exhibits, Inc. contribute per participant?

The filing reports $308,921 in employer contributions for the year, which is $2,860 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $66,254 in compensation to service provider organisations, $473 per participant or 0.59% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $66,252. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Chandler Exhibits, Inc.. Recordkeeping or administration: Ascensus LLC. Investment advisory or management: Freedom Financial Partners. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 13 Aug 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 39-1625776, plan 001, received 13 Aug 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.