Plans listing this provider
24
0.04% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › Christensen Group Financial LLC
Christensen Group Financial LLC
- Service provider, as named on Schedule C
- EIN 874130828
- Plan year 2024
- Direct compensation reported $555,473
Assets of those plans
$655,515,629
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$555,473
92% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 20 |
| 99 | Other fees | 4 |
| 70 | Consulting fees | 3 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 49 | Other services | 2 |
| 50 | Direct payment from the plan | 2 |
| 64 | Recordkeeping fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Wenger Corporation Retirement Savings Plan | Wenger | $108,350,660 | 742 | $30,000 |
| Flagg Bicycle Group, LLC 401(k) Plan | Flagg Bicycle Group | $86,268,288 | 1,049 | $12,500 |
| The Bernard Group 401(k) Plan | Bernard Group | $58,233,122 | 772 | $0 |
| Bright Health Management, Inc. 401(k) Plan | Bright Health Management | $50,672,072 | 991 | $30,000 |
| Corval Group Companies Retirement Plan | Corval Group | $44,142,716 | 138 | $40,000 |
| Katun Corporation Employee Retirement Benefit and Savings Plan | Katun | $32,211,254 | 203 | $25,000 |
| Advanced Web Technologies, Inc. 401(k) Plan | Advanced Web Technologies | $32,210,755 | 342 | $25,000 |
| Hirshfield's, Inc. Section 401(k) Plan | Hirshfield's | $31,132,938 | 290 | $24,000 |
| Northland Aluminum Products, Inc. Retirement and Savings Plan and Trust | Northland Aluminum Products | $26,275,665 | 242 | $18,000 |
| Twin Cities Eye Consultants 401(k) Plan | Edina Eye Physicians & Surgeons P.A. DBA Twin Cities Eye Consultants | $25,864,733 | 180 | $25,000 |
| Sportech, LLC 401(k) Plan | Sportech | $22,380,462 | 553 | $38,836 |
| Engage Technologies Corporation 401(k) Savings Plan | Engage Technologies | $20,989,297 | 118 | $48,423 |
| Icario, Inc. 401(k) Plan | Icario | $20,447,925 | 336 | $45,693 |
| Prince Industries, Inc. 401(k) Profit Sharing Plan | Prince Industries | $19,834,579 | 235 | $36,572 |
| Stein Industries, Inc. 401(k) and Profit Sharing Plan | Stein Industries | $18,483,871 | 198 | $15,000 |
| ACR Homes, Inc. 401(k) Profit Sharing Plan and Trust | ACR Homes | $14,944,080 | 276 | $15,000 |
| The Waters 401(k) Retirement Plan | Waters Senior Living Management | $10,417,501 | 378 | $22,591 |
| Apollo Technology Group, LLC 401(k) Plan | Apollo Technology Group | $10,243,990 | 155 | $30,777 |
| 3p Processing LLC 401(k) Plan | 3p Processing | $4,978,643 | 261 | $10,135 |
| Valley Cartage Company, Inc. 401(k) P/S Plan | Valley Cartage | $4,838,850 | 87 | $10,233 |
| Pallet Service Corporation 401(k) Planrecordkeeper | Pallet Service | $4,570,194 | 208 | $20,365 |
| NHF Holdings, LLC | NHF Holdings LLC Employee Savings Plan | $4,269,780 | 227 | $0 |
| Pearson Candy Company Union Retirement Savings Planrecordkeeper | Pearsons Candy | $3,754,254 | 113 | $9,848 |
| Cyberoptics Corporation Retirement Savings Plan | Cyberoptics | $0 | 0 | $22,500 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.