JON Gezotis signed Christensen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Christensen, Inc.'s EIN is 91-1107733.
Download the official 2024 Form 5500 (PDF) for Christensen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Christensen, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | SHAREHOLDER SERVICE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MERCERWISE 2040 TARGET DATE C MERCER FUNDS · EIN 81-3324865 / PN 019 | Common Collective Trust | — | — | $3.1M | 14.6% | |
| MERCERWISE 2035 TARGET DATE C MERCER FUNDS · EIN 81-3306633 / PN 018 | Common Collective Trust | — | — | $2.7M | 12.6% | |
| MERCERWISE 2045 TARGET DATE C MERCER FUNDS · EIN 81-3334212 / PN 020 | Common Collective Trust | — | — | $2.2M | 10.3% | |
| MERCERWISE 2050 TARGET DATE C MERCER FUNDS · EIN 81-3355483 / PN 021 | Common Collective Trust | — | — | $2.0M | 9.2% | |
| MERCERWISE 2025 TARGET DATE C MERCER FUNDS · EIN 81-3277570 / PN 016 | Common Collective Trust | — | — | $2.0M | 9.2% | |
| MERCERWISE 2030 TARGET DATE C MERCER FUNDS · EIN 81-3292317 / PN 017 | Common Collective Trust | — | — | $1.9M | 9.0% | |
| S & P 500 INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 065 | Common Collective Trust | — | — | $1.5M | 6.9% | |
| MERCERWISE 2055 TARGET DATE C MERCER FUNDS · EIN 81-3367468 / PN 022 | Common Collective Trust | — | — | $1.4M | 6.6% | |
| MERCERWISE 2020 TARGET DATE C MERCER FUNDS · EIN 81-3269915 / PN 015 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| MERCERWISE 2060 TARGET DATE C MERCER FUNDS · EIN 81-3408562 / PN 024 | Common Collective Trust | — | — | $741K | 3.4% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $687K | 3.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $386K | 1.8% | |
| MERCER SMALL MID/CAP STOCK FUND MERCER FUNDS · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $256K | 1.2% | |
| State Street Global All Cap Equity Fund | Other securities | — | — | $245K | 1.1% | |
| INTERNATIONAL STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 90-0337987 / PN 282 | Common Collective Trust | — | — | $245K | 1.1% | |
| Self-Directed Accounts Empower SDB | Self-Directed Brokerage | — | — | $242K | 1.1% | |
| US BOND INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 071 | Common Collective Trust | — | — | $222K | 1.0% | |
| US SMALL/MID CAP STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $150K | 0.7% | |
| MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $120K | 0.6% | |
| BLACKROCK STRATEGIC COMPLETION NL M BLACKROCK UNITIZED CIT · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $107K | 0.5% | |
| MERCERWISE 2065 TARGET DATE C MERCER FUNDS · EIN 81-3428516 / PN 025 | Common Collective Trust | — | — | $105K | 0.5% | |
| MERCERWISE TARGET DATE INCOME MERCER FUNDS · EIN 81-3224417 / PN 013 | Common Collective Trust | — | — | $103K | 0.5% | |
| MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $82K | 0.4% | |
| Blackrock Multi-Asset Income Portfolio | Other securities | — | — | $53K | 0.2% | |
| MERCERWISE 2070 TARGET DATE C MERCER FUNDS · EIN 81-3546834 / PN 026 | Common Collective Trust | — | — | $32K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | — | PHILADELPHIA, PA | AUDITOR | $5K | — |
