Original filing (PDF)20230717082633NAL0056378178001

Christenson Investment Partners LLC

Name: Christenson Investment Partners LLC — Created FROM, Form 5500 (2022)
Creator: Christenson Investment Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Created FROM Christenson Investment Partners LLC Cash Balance Plan

Defined-benefit pension plan · Christenson Investment Partners LLC's Created FROM Christenson Investment Partners LLC Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Richard Reisert signed Christenson Investment Partners LLC's 2022 Form 5500 as plan administrator.

Richard Reisert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Christenson Investment Partners LLC's EIN is 20-0798041.

EIN 20-0798041

Plan number 002

Plan year 2022

ACK ID 20230717082633NAL0056378178001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Christenson Investment Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Christenson Investment Partners LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHRISTENSON INVESTMENT PARTNERS LLC.

Finding similar companies…

Plan health score

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CHRISTENSON INVESTMENT PARTNERS LLC

EIN

all filings

Address

300 BARR HARBOR DRIVE, SUITE 138 · CONSHOHOCKEN, PA · 19428

Phone

(610) 238-9990

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-03

Filed

2023-07-17

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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