How big is Christensen Financial Group, LLC's plan?

Christensen Financial Group, LLC's plan reported $1.0M in assets and 10 participants for 2023.

Original filing (PDF)20240927093056NAL0003272288001

Christensen Financial Group, LLC

Name: Christensen Financial Group, LLC — Northern New, Form 5500 (2023)
Creator: Christensen Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northern New England Financial Group 401(k) Plan

401(k) retirement plan · Christensen Financial Group, LLC's Northern New England Financial Group 401(k) Plan held $1.0M in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Scott Christensen signed Christensen Financial Group, LLC's 2023 Form 5500 as plan administrator.

Scott Christensen — 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

Christensen Financial Group, LLC's EIN is 20-5671294.

EIN 20-5671294

Plan number 001

Plan year 2023

ACK ID 20240927093056NAL0003272288001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Christensen Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Christensen Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score