Original filing (PDF)20230717082633NAL0056378178001

CHRISTENSON INVESTMENT PARTNERS LLC

Name: CHRISTENSON INVESTMENT PARTNERS LLC — CREATED FROM CHRISTENSON INVESTMENT PARTNERS LLC CASH BALANCE PLAN, Form 5500 (2022)
Creator: CHRISTENSON INVESTMENT PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

CREATED FROM CHRISTENSON INVESTMENT PARTNERS LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRISTENSON INVESTMENT PARTNERS LLC.

Plan sponsor

Name

CHRISTENSON INVESTMENT PARTNERS LLC

EIN

20-0798041

Address

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

Phone

(610) 238-9990

Industry

Finance & Insurancesee all

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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