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Original filing (PDF)20251015145659NAL0005214321001
CHRISTENSEN, INC.
Form 5500
FILING_RECEIVED
CHRISTENSEN, INC. 401(K) PLAN
401(k) retirement plan
Active participants
404
Accounts w/ balance
473
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
21 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 118% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRISTENSEN, INC..
Plan sponsor
Name
CHRISTENSEN, INC.
EIN
91-1107733
Address
1060 JADWIN AVE · RICHLAND, WA · 99352
Phone
(509) 255-3981
Industry
Wholesale Tradesee all
Plan administrator
Name
MERCER INVESTMENTS, LLC
EIN
30-0282430
City
BOSTON, MA
Phone
(617) 747-9500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $90K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | — | PHILADELPHIA, PA | AUDITOR | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | SHAREHOLDER SERVICE | $0 | — |
Investments
4 direct securities · 21 pooled funds· $21.8M(100% of reported assets)
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.
Common Collective Trust
$20.8M
21 holdings
Uncategorized
$926K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% - | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $53K | 0.2% | |
| MERCERWISE 2070 TARGET DATE C MERCER FUNDS · EIN 81-3546834 / PN 026 | Common Collective Trust | — | — | $32K | 0.1% |
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