Original filing (PDF)20251009181556NAL0004157939001

CHRISTIAN INVESTMENT ADVISORS, INC. DBA CIS WEALTH MANAGEMENT GROUP

Name: CHRISTIAN INVESTMENT ADVISORS, INC. DBA CIS WEALTH MANAGEMENT GROUP — CHRISTIAN FINANCIAL ADVISORS CASH BALANCE PLAN, Form 5500 (2024)
Creator: CHRISTIAN INVESTMENT ADVISORS, INC. DBA CIS WEALTH MANAGEMENT GROUP

Form 5500-SF

FILING_RECEIVED

CHRISTIAN FINANCIAL ADVISORS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

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.

Plan sponsor

Name

CHRISTIAN INVESTMENT ADVISORS, INC. DBA CIS WEALTH MANAGEMENT GROUP

EIN

82-1544905

Address

672 RIDGE HILL DR · SUITE A1 · NEW BRAUNFELS, TX · 78130

Phone

(830) 609-6986

Industry

Finance & Insurancesee all

Plan administrator