How big is Katherine Christensen & Associat's plan?

Katherine Christensen & Associat's plan reported $202K in assets and 12 participants for 2024.

Original filing (PDF)20250702092349NAL0031192962001

Katherine Christensen & Associat

Name: Katherine Christensen & Associat — Katherine, Form 5500 (2024)
Creator: Katherine Christensen & Associat
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katherine Christensen & Associates 401(k) Profit Sharing

401(k) retirement plan · Katherine Christensen & Associat's Katherine Christensen & Associates 401(k) Profit Sharing held $202K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

People on this filing

ALEX Becker signed Katherine Christensen & Associat's 2024 Form 5500 as plan administrator.

ALEX Becker — 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

Katherine Christensen & Associat's EIN is 86-0896869.

EIN 86-0896869

Plan number 001

Plan year 2024

ACK ID 20250702092349NAL0031192962001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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