Original filing (PDF)20231016105336NAL0075453842001

CHRISTY & ASSOCIATES, INC.

Name: CHRISTY & ASSOCIATES, INC. — CHRISTY AND ASSOCIATES INC. 401(K) PLAN, Form 5500 (2022)
Creator: CHRISTY & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

CHRISTY AND ASSOCIATES INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CHRISTY & ASSOCIATES, INC.

EIN

31-1336482

Address

329 S SEVENTH STREET SUITE A · PO BOX 30 · MARIETTA, OH · 45750

Phone

(740) 374-2770

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-28

Filed

2023-10-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

LILY DEVELOPMENT LLC

LILY DEVELOPMENT LLC PENSION PLAN

BOSTON FINANCIAL INVESTMENT MANAGEMENT, LP

BOSTON FINANCIAL INVESTMENT MANAGEMENT, LP 401(K) PROFIT SHARING PLAN

WOLVERINE VENTURES, INC.

WOLVERINE VENTURES, INC. 401(K) PLAN

NS FINANCIAL SERVICES CORP

EMORTGAGE HAWAII CASH BALANCE PLAN

ROSEMONT ASSOCIATES, LLC

ROSEMONT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN