How big is Christi Group, LLC's plan?

Christi Group, LLC's plan reported $119K in assets and 1 participants for 2025.

Original filing (PDF)20260429091501NAL0023603138001

Christi Group, LLC

Name: Christi Group, LLC — Christi Group, LLC 401 (K), Form 5500 (2025)
Creator: Christi Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christi Group, LLC 401 (K) Profit Sharing Plan

401(k) retirement plan · Christi Group, LLC's Christi Group, LLC 401 (K) Profit Sharing Plan held $119K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

Plan identifiers

Christi Group, LLC's EIN is 83-2849795.

EIN 83-2849795

Plan number 001

Plan year 2025

ACK ID 20260429091501NAL0023603138001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Christi Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Christi Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CHRISTI GROUP, LLC

EIN

all filings

Address

550 PINETOWN ROAD · SUITE 470 · FORT WASHINGTON, PA · 19034

Phone

(215) 576-1251

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator