Original filing (PDF)20251009181556NAL0004157939001

Christian Investment Advisors, Inc. DBA CIS Wealth Management Group

Name: Christian Investment Advisors, Inc. DBA CIS Wealth Management Group — Form 5500 Plan 002 (2024)
Creator: Christian Investment Advisors, Inc. DBA CIS Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christian Financial Advisors Cash Balance Plan

Defined-benefit pension plan · Christian Investment Advisors, Inc. DBA CIS Wealth Management Group's Christian Financial Advisors Cash Balance Plan held $271K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

Plan identifiers

Christian Investment Advisors, Inc. DBA CIS Wealth Management Group's EIN is 82-1544905.

EIN 82-1544905

Plan number 002

Plan year 2024

ACK ID 20251009181556NAL0004157939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Christian Investment Advisors, Inc. DBA CIS Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Christian Investment Advisors, Inc. DBA CIS Wealth Management Group's plan includes a cash-balance formula, a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHRISTIAN INVESTMENT ADVISORS, INC. DBA CIS WEALTH MANAGEMENT GROUP.

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Plan health score

Above-average plan

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

Knocking points off