How big is Chris Travis and Associates LLC's plan?

Chris Travis and Associates LLC's plan reported $24K in assets and 1 participants for 2022.

Original filing (PDF)20230615171124NAL0038998161001

Chris Travis and Associates LLC

Name: Chris Travis and Associates LLC — Form 5500 (2022)
Creator: Chris Travis and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Chris Travis and Associates LLC held $24K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Chris Travis signed Chris Travis and Associates LLC's 2022 Form 5500 as plan administrator.

Chris Travis — 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

Chris Travis and Associates LLC's EIN is 47-1207173.

EIN 47-1207173

Plan number 001

Plan year 2022

ACK ID 20230615171124NAL0038998161001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Chris Travis and Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Chris Travis and Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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