Back to filter
Original filing (PDF)20251002105749NAL0001028018001
CHRISTOPHER MORGAN, LLC
Form 5500-SF
FILING_RECEIVED
CHRISTOPHER MORGAN, LLC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
10
Accounts w/ balance
—
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
86
/ 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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRISTOPHER MORGAN, LLC.
Plan sponsor
Name
CHRISTOPHER MORGAN, LLC
EIN
39-1986515
Address
16595 W. STRATTON DRIVE · NEW BERLIN, WI · 53151
Phone
(262) 780-7270
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-02
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size All Other Professional Services plans
MTEH, LLC
MTEH, LLC 401K RETIREMENT SAVINGS TRUST
$3.7M · 66 participants
HAMPTON-CLARKE, INC.
HAMPTON-CLARKE, INC. 401(K) PLAN
$3.7M · 83 participants
UNICON FINANCIAL SERVICES, INC.
UNICON FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
$3.7M · 10 participants
MUDBUG INFORMATION SYSTEMS, INC. DBA MUDBUG MEDIA
MUDBUG MEDIA 401(K) PROFIT SHARING PLAN
$3.7M · 12 participants
GLOBAL BUSINESS SOLUTIONS, INC.
GLOBAL BUSINESS SOLUTIONS, INC. 401(K) PLAN
$3.7M · 37 participants
JCTM, LLC
JCTM LLC 401(K) PLAN
$3.7M · 47 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B