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Original filing (PDF)20251014144739NAL0001527955001
CHRISTIE'S INC.
Form 5500
FILING_RECEIVED
CHRISTIE'S INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
39% in single holding
Active participants
49
Accounts w/ balance
—
Plan assets (EOY)
$40.4M
Net assets (EOY)
$40.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
80
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Fidelity Investments" is 39% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRISTIE'S INC..
Plan sponsor
Name
CHRISTIE'S INC.
EIN
13-2869902
Address
20 ROCKEFELLER PLAZA · NEW YORK, NY · 10020
Phone
(212) 236-2361
Industry
Retail Tradesee all
Plan administrator
Name
CHRISTIES INC.
EIN
13-2869902
City
NEW YORK, NY
Phone
(212) 236-2631
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
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID MGMT TRUST CO | 04-2723880 | — | NONE | $59K | — |
Investments
10 direct securities · 2 pooled funds· $62.6M(100% of reported assets)
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.
Uncategorized
$40.1M
10 holdings
Common Collective Trust
$22.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | $8.4M | $15.7M | 38.9% | |
| FIAM LONG CORPORATE A OR BETTER FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 103 | Common Collective Trust | — | — | $15.7M | 38.9% | |
| Fidelity Investments | — | — | $4.2M | $7.1M | 17.7% | |
| Fidelity Investments | — | — | $14.1M | $6.8M | 16.8% | |
| FIAM LONG U.S. TREASURY STRIPS INX FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 120 | Common Collective Trust | — | — | $6.8M | 16.8% | |
| Fidelity Investments | — | — | $3.8M | $4.1M | 10.2% | |
| DWS Group | — | — | $1.6M | $1.4M | 3.5% | |
| Conestoga Funds | — | — | $1.1M | $1.3M | 3.2% | |
| Hotchkis & Wiley | — | — | $1.3M | $1.3M | 3.2% | |
| GQG | — | — | $872K | $1.1M | 2.7% | |
| PIMCO | — | — | $952K | $1.1M | 2.6% | |
| Fidelity Investments | — | — | $97K | $97K | 0.2% |
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