How big is Christensen Advisory Ltd.'s plan?

Christensen Advisory Ltd.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250612140434NAL0014871395001

Christensen Advisory Ltd.

Name: Christensen Advisory Ltd. — Christensen 401(k) Plan, Form 5500 (2024)
Creator: Christensen Advisory Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christensen 401(k) Plan

401(k) retirement plan · Christensen Advisory Ltd.'s Christensen 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Linda Bergkamp signed Christensen Advisory Ltd.'s 2024 Form 5500 as plan administrator.

Linda Bergkamp — 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

Christensen Advisory Ltd.'s EIN is 86-0614685.

EIN 86-0614685

Plan number 001

Plan year 2024

ACK ID 20250612140434NAL0014871395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Christensen Advisory Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Christensen Advisory Ltd.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHRISTENSEN ADVISORY LTD..

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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