Back to filter
Original filing (PDF)20250528120301NAL0018713762001
CHRISTOPHER B AHEARN
Form 5500-SF
FILING_RECEIVED
CHRISTOPHER B AHEARN INDIVIDUAL(K) QRP
401(k) retirement plan
Signals · 1
Late filing · 6.4 mo
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 6.4 months past the 10.5-month grace window.
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 B AHEARN.
Plan sponsor
Name
CHRISTOPHER B AHEARN
EIN
52-3277558
Address
348 BACH STREET · CARDIFF BY THE SEA, CA · 92007
Phone
(310) 390-0508
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
CHRISTOPHER B AHEARN
EIN
52-3277558
City
CARDIFF BY THE SEA, CA
Phone
(310) 390-0508
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-05-28
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
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
MEDICO, PC
MEDICO, PC RETIREMENT TRUST
$1.3M · 5 participants
DOYLE SYSTEMS, INC.
DOYLE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$1.3M · 9 participants
CLARIX IMAGING CORPORATION
CLARIX IMAGING RETIREMENT TRUST
$1.3M · 18 participants
BARTLESVILLE AMBULANCE SERVICE, INC
BARTLESVILLE AMBULANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN
$1.3M · 29 participants
DYNAMIC PENSION SERVICES, INC.
DYNAMIC PENSION SERVICES PROFIT SHARING PLAN
$1.3M · 3 participants
TEN OAKS GROUP
TEN OAKS GROUP 401(K) PLAN
$1.3M · 24 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B