Back to filter
Original filing (PDF)20251014192002NAL0001770259001
CHRISTIANBOOK, LLC
Form 5500
FILING_RECEIVED
CHRISTIANBOOK, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
464
Accounts w/ balance
217
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Fidelity Contrafund Registered investment company" is 28% of plan.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRISTIANBOOK, LLC.
Plan sponsor
Name
CHRISTIANBOOK, LLC
EIN
20-1207733
Address
P.O. BOX 6000 · PEABODY, MA · 01961
Phone
(978) 532-5300
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF JND, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPER COMPANY INC. | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
39 direct securities· $21.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Registered investment company | — | — | — | $6.0M | 27.7% | |
| Fidelity Freedom 2030 Fund – Class K Registered investment company | — | — | — | $2.0M | 9.2% | |
| Fidelity Gov’t MMKT Registered investment company | — | — | — | $2.0M | 9.1% | |
| Fidelity 500 Index Registered investment company | — | — | — | $1.3M | 5.9% | |
| Fidelity Freedom 2035 Fund – Class K Registered investment company | — | — | — | $1.2M | 5.6% | |
| Fidelity Freedom 2040 Fund – Class K Registered investment company | — | — | — | $1.1M | 5.0% | |
| Fidelity Small Cap Discovery Registered investment company | — | — | — | $979K | 4.5% | |
| Columbia Mid Cap Index 12 Registered investment company ** 707 Artisan International Registered investment company | — | — | — | $925K | 4.3% | |
| Fidelity Sel Technology Registered investment company | — | — | — | $910K | 4.2% | |
| Fidelity Freedom 2045 Fund – Class K Registered investment company | — | — | — | $728K | 3.4% | |
| Fidelity Freedom 2025 Fund – Class K Registered investment company | — | — | — | $452K | 2.1% | |
| Fidelity Freedom 2015 Fund – Class K Registered investment company | — | — | — | $427K | 2.0% | |
| Fidelity US Bond Index Registered investment company | — | — | — | $364K | 1.7% | |
| Fidelity Brokerage Link Accounts (1) Participant Directed Brokerage Accounts That Invest In Publicly Traded Securities | — | — | — | $327K | 1.5% | |
| Fidelity Freedom 2010 Fund – Class K Registered investment company ** 650 * Fidelity Freedom 2020 Fund – Class K Registered investment company | — | — | — | $311K | 1.4% | |
| Fidelity Freedom 2055 Fund – Class K Registered investment company | — | — | — | $303K | 1.4% | |
| Fidelity Freedom 2050 Fund – Class K Registered investment company | — | — | — | $230K | 1.1% | |
| Janus Enterprise T Registered investment company | — | — | — | $227K | 1.0% | |
| Participant loans 3.00% to-7.25% – | — | — | — | $205K | 0.9% | |
| MFS Growth Allocation Fund R3 Registered investment company | — | — | — | $196K | 0.9% | |
| Fidelity Freedom 2060 Fund – Class K Registered investment company | — | — | — | $192K | 0.9% | |
| Fidelity Sel Biotechnology Registered investment company | — | — | — | $184K | 0.8% | |
| Pioneer FDMTL Growth Y Registered investment company | — | — | — | $146K | 0.7% | |
| Parnassus Mid Cap Registered investment company | — | — | — | $142K | 0.7% | |
| Fidelity Sel Utilities Registered investment company | — | — | — | $139K | 0.6% | |
| Fidelity Sel Retailing Registered investment company | — | — | — | $132K | 0.6% | |
| Fidelity Small Cap Value Registered investment company | — | — | — | $112K | 0.5% | |
| T. Rowe Price Dividend Growth Fund Registered investment company | — | — | — | $109K | 0.5% | |
| Davis Financial Registered investment company | — | — | — | $70K | 0.3% | |
| Fidelity Sel Natural Resources Registered investment company | — | — | — | $61K | 0.3% | |
| Fidelity International Index Registered investment company | — | — | — | $57K | 0.3% | |
| Fidelity Freedom Income Fund – Class K Registered investment company | — | — | — | $56K | 0.3% | |
| Janus Triton Registered investment company | — | — | — | $53K | 0.2% | |
| PIMCO Total Return Registered investment company | — | — | — | $40K | 0.2% | |
| VS Emerging Markets Registered investment company | — | — | — | $19K | <0.1% | |
| Fidelity Freedom 2065 Fund – Class K Registered investment company | — | — | — | $13K | <0.1% | |
| Columbia Div Income Registered investment company | — | — | — | $11K | <0.1% | |
| Virtus Ceredex Mid Cap Value Equity Fund Registered investment company | — | — | — | $10K | <0.1% | |
| Fidelity Sel Industrials Registered investment company | — | — | — | $10K | <0.1% |
Related plans
Other plans using FIDELITY INV INST OPER COMPANY INC.
CONSUMERS ENERGY COMPANY
CONSUMERS ENERGY COMPANY EMPLOYEES' SAVINGS PLAN
$2.9B · 8,218 participants
WELLESLEY COLLEGE
WELLESLEY COLLEGE 403(B) RETIREMENT PLAN
$787.3M · 1,326 participants
WASHINGTON AND LEE UNIVERSITY
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN
$436.9M · 1,044 participants
BROWN PHYSICIANS, INC.
BROWN PHYSICIANS, INC. 403(B) PLAN
$280.2M · 1,424 participants
MCPHS UNIVERSITY
MCPHS UNIVERSITY PENSION PLAN
$150.2M · 720 participants
MCPHS UNIVERSITY
MCPHS UNIVERSITY TAX DEFERRED ANNUITY PLAN
$124.2M · 1,761 participants
Similar-size Retail Trade plans
UNIVERSITY BOOK STORE INC
UNIVERSITY BOOK STORE INC EMPLOYEES' RETIREMENT SAVINGS PLAN AND TRUST
$21.6M · 67 participants
BOARD OF TRUSTEES OF UNITED WORKERS PENSION FUND
UNITED WORKERS PENSION FUND
$21.6M · 690 participants
FORESTRY SUPPLIERS, INC.
FORESTRY SUPPLIERS, INC. EMPLOYEES' RETIREMENT PLAN
$21.4M · 85 participants
TRUE NORTH EQUIPMENT CO.
TRUE NORTH EQUIPMENT CO. 401(K) PROFIT SHARING PLAN
$21.1M · 185 participants
AGRI-POWER, INC.
AGRI-POWER, INC. 401(K) RETIREMENT SAVINGS PLAN
$22.2M · 532 participants
SIERRA SCHOOL EQUIPMENT COMPANY
SIERRA SCHOOL EQUIPMENT COMPANY PROFIT SHARING PLAN
$21.0M · 32 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B