How big is Christopher Edwards Financial Associates, LLP's plan?

Christopher Edwards Financial Associates, LLP's plan reported $2.7M in assets and 11 participants for 2024.

Original filing (PDF)20250826154212NAL0015302368001

Christopher Edwards Financial Associates, LLP

Name: Christopher Edwards Financial Associates, LLP — Form 5500 Plan 002 (2024)
Creator: Christopher Edwards Financial Associates, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christopher Edwards Financial Assoc. LLP 401(k) Plan and Trust

401(k) retirement plan · Christopher Edwards Financial Associates, LLP's Christopher Edwards Financial Assoc. LLP 401(k) Plan and Trust held $2.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

EVA Rullo signed Christopher Edwards Financial Associates, LLP's 2024 Form 5500 as plan administrator.

EVA Rullo — 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

Christopher Edwards Financial Associates, LLP's EIN is 26-2144734.

EIN 26-2144734

Plan number 002

Plan year 2024

ACK ID 20250826154212NAL0015302368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Christopher Edwards Financial Associates, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Christopher Edwards Financial Associates, LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP.

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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