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Original filing (PDF)20240521155257NAL0002816001001
CHRISTMAS TREE SHOPS
Form 5500
FILING_RECEIVED
CHRISTMAS TREE SHOPS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
6 collective trusts
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)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRISTMAS TREE SHOPS.
Plan sponsor
Name
CHRISTMAS TREE SHOPS
EIN
04-2471207
Address
64 LEONA DRIVE · MIDDLEBOROUGH, MA · 02346
Phone
(774) 213-8888
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-10-31
Filed
2024-05-21
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY, & GRAY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $104K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $28K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $800 | — |
Investments
6 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | $0 | — |
| CORE BOND CIT WILMINGTON TRUST0 · EIN 82-1986152 / PN 325 | Common Collective Trust | $0 | — |
| LARGE CAP VALUE CIT WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | $0 | — |
| MID CAP GROWTH CIT WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | — |
| MID CAP VALUE CIT WILMINGTON TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | $0 | — |
| FLEXPATH STABLE VALUE CL GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | $0 | — |
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