Christensen, Inc. 401(k) Plan
Sponsored by Christensen, Inc. · EIN 911107733 · Plan #001
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 404
- With balances
- 473
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments, Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $89,683 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $37,655 |
| Cliftonlarsonallen, Llp | Accounting | $4,550 |
| Empower Advisory Group, Llc | Investment management | $4,166 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |