Original filing (PDF)20250826154212NAL0015302368001

CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP

Name: CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP — CHRISTOPHER EDWARDS FINANCIAL ASSOC. LLP 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP

Form 5500-SF

FILING_RECEIVED

CHRISTOPHER EDWARDS FINANCIAL ASSOC. LLP 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP.

Plan sponsor

Name

CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP

EIN

26-2144734

Address

345 KINDERKAMACK ROAD SUITE B · WESTWOOD, NJ · 07675

Phone

(201) 383-0630

Industry

Finance & Insurancesee 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

2025-08-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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