Plans listing this provider
29
0.05% of the 56,420 plans with Schedule H financials; 30 in 2023
Providers › Christensen Group Financial LLC
Christensen Group Financial LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $798,035
Assets of those plans
$651,691,405
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$798,035
100% 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) | 29 |
| 50 | Direct payment from the plan | 7 |
| 10 | Accounting (including auditing) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Vessco Inc Retirement Plan | Vessco | $182,037,295 | 1,170 | $40,000 |
| Bridgewater Bank 401(k) Safe Harbor Plan | Bridgewater Bank | $41,817,931 | 334 | $50,760 |
| Twin Cities Spine Center 401(k) Profit Sharing Plan and Trust | Twin Cities Spine Center | $39,535,591 | 150 | $2,000 |
| Process Displays, LLC 401(k) Plan | Process Displays | $39,176,716 | 292 | $15,000 |
| Cantata Health Solutions, LLC 401(k) Plan | Cantata Health Solutions | $27,776,083 | 169 | $35,000 |
| Flagstone Foods 401(k) Plan | Wizards Nuts | $26,726,707 | 646 | $25,000 |
| Federated Co-ops, Inc. 401(k) Plan and Trust | Federated Co-ops | $26,531,606 | 279 | $25,000 |
| The Arrt 401(k) and Retirement Plan | American Registry of Radiologic Technologists | $25,354,205 | 185 | $20,000 |
| Standard Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan | Standard Heating & Air Conditioning | $21,398,211 | 186 | $38,645 |
| Kannegiesser Etech, Inc. 401(k) Plan | Kannegiesser Etech | $20,140,988 | 173 | $37,365 |
| Macqueen Equipment Group 401(k) Plan | Macqueen Equipment | $19,647,298 | 424 | $4,500 |
| KEB America, Inc. 401(k) Plan | KEB America | $16,154,981 | 123 | $43,819 |
| Star Exhibits & Environments, Inc. 401(k) Profit Sharing Plan | Star Exhibits & Environments | $15,595,585 | 326 | $34,241 |
| Woodland Centers Employees 401(k) Plan | Woodland Centers | $15,423,455 | 286 | $34,940 |
| Mains'l Services, Inc. 401(k) Retirement Savings Plan | Mainsl Services | $14,316,275 | 317 | $32,953 |
| Blu Dot Design & Manufacturing 401(k) Profit Sharing Plan & Trust | Blu Dot Design & Manufacturing | $12,969,975 | 354 | $39,351 |
| Spectro Alloys 401(k) Plan | Spectro Alloys | $12,419,484 | 245 | $25,992 |
| EVS, Inc. 401(k) and Profit Sharing Plan | EVS | $12,040,093 | 184 | $46,795 |
| Mid-continent Engineering Holdings, LLC Retirement Savings Plan and Trust | Mid-continent Engineering Holdings | $10,755,763 | 573 | $30,433 |
| The Prophet Corporation Tax Deferred Savings Plan & Trust | Prophet | $10,660,936 | 192 | $24,364 |
| Minneapolis-fowlerville Corporation Retirement Plan | Minneapolis-fowlerville | $9,885,349 | 185 | $26,971 |
| Lifeline Foods 401(k) Retirement Plan | Lifeline Foods | $8,196,072 | 208 | $25,676 |
| Heartland Realty Investors, Inc. Profit Sharing Plan & Trust | Heartland Realty Investors | $8,093,456 | 125 | $29,067 |
| Sparboe Farms, Inc. 401(k) Plan | Sparboe Farms | $7,864,297 | 163 | $20,000 |
| REO Plastics, Inc. Retirement Plan | REO Plastics | $6,877,364 | 187 | $24,429 |
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.