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Sponsor portfolio

CHRISTENSEN & GIANNINI, LLC

EIN 77-0299899-farming-Latest filing 2025
Plans
3
Retirement
2
$6.9M assets
Welfare
1
$15K premiums
Participants
267
1588 MOFFETT STREET, SUITE B - SALINAS, CA 939053365831-449-2494LinkedIn51-200 employeesfarming
Plans on this EIN
3 filings
#001401k-$3.7M - 54 part#003401k-$3.2M - 49 part#501Fully Insured-$15K - 211 lives

Retirement portfolio analytics

2 plans aggregated / $6.9M assets / 103 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • SHARING PLAN A-L (#001)53%
  • SHARING PLAN M-Z (#003)47%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN A-L (#001)54
  • SHARING PLAN M-Z (#003)49
Total 103Click row to drill in

Benefits portfolio analytics

1 plan / $15K premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$15K
  • Vision$15K
  • Life$15K
Total $15K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $15K1 slice

Broker market share

Schedule A broker compensation

Split broker
65%top
  • RELATION INSURANCE INC65%
  • CENTRO BENEFITS RESEARCH LLC35%
Total $2K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHRISTENSEN & GIANNINI, LLC 401(K) PROFIT SHARING PLAN A-L

401k

Assets$3.7M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CHRISTENSEN & GIANNINI, LLC 401(K) PROFIT SHARING PLAN M-Z

401k

Assets$3.2M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHRISTENSEN & GIANNINI, LLC

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$15K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHRISTENSEN & GIANNINI, LLC 401(K) PROFIT SHARING PLAN A-L401k$3.7M542025
003CHRISTENSEN & GIANNINI, LLC 401(K) PROFIT SHARING PLAN M-Z401k$3.2M492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHRISTENSEN & GIANNINI, LLCFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$15K2112025
Retirement plans
Welfare plans
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