Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
EIN 26-2144734financial servicesLatest filing 2024
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
22
345 KINDERKAMACK ROAD SUITE B - WESTWOOD, NJ 07675201-383-0630christopheredwardsfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$3.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHRISTOPHER EDWARDS FINANCIAL ASSOC. LLP 401(K) PLAN AND TRUST
401k
Assets$2.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $3.1M | 11 | 2024 | |
| 002 | CHRISTOPHER EDWARDS FINANCIAL ASSOC. LLP 401(K) PLAN AND TRUST | 401k | $2.7M | 11 | 2024 |
Retirement plans