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CHRISTINA M. JEN, CPA, P.C. — CHRISTINA M. JEN CPA PC T.ROWEPRICE IND. 401K, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241007150008NAL0008985219001
CHRISTINA M. JEN, CPA, P.C.
Form 5500-SF
FILING_RECEIVED
CHRISTINA M. JEN CPA PC T.ROWEPRICE IND. 401K
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHRISTINA M. JEN, CPA, P.C.
.
Find decision makers
Plan sponsor
Name
CHRISTINA M. JEN, CPA, P.C.
EIN
38-3059023
Address
6700 BIRMINGHAM CLUB DR · BLOOMFIELD HILLS, MI · 48301
Phone
(248) 816-9988
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-07
Pension benefit codes
2J · 401(k) feature
2E · Profit-sharing
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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