Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHRISTIAN FINANCIAL ADVISORS
EIN 82-1544905investment managementLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
20
672 RIDGE HILL DR - NEW BRAUNFELS, TX 78130830-224-0354christianfinancialadvisors.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 20 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
CHRISTIAN FINANCIAL ADVISORS 401(K) PLAN
401k
Assets$779K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHRISTIAN FINANCIAL ADVISORS CASH BALANCE PLAN
CashBalance
Assets$560K
Participants7
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 | CHRISTIAN FINANCIAL ADVISORS 401(K) PLAN | 401k | $779K | 13 | 2025 | |
| 002 | CHRISTIAN FINANCIAL ADVISORS CASH BALANCE PLAN | CashBalance | $560K | 7 | 2025 |
Retirement plans