Retirement plan

CHRISTIANSEN CREATIVE INC 401 K PROFIT SHARING PLAN TRUST

Name: CHRISTIANSEN CREATIVE INC - CHRISTIANSEN CREATIVE INC 401 K PROFIT SHARING PLAN TRUST (2025) Form 5500
Creator: CHRISTIANSEN CREATIVE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTIANSEN CREATIVE INC 401 K PROFIT SHARING PLAN TRUST, CHRISTIANSEN CREATIVE INC

CHRISTIANSEN CREATIVE INCEIN 41-2064543Plan #001PY 2025

900 FOURTH STREET - HUDSON, WI 540165022715-381-8480think-cc.comLinkedIn1-10 employeesdesign

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$295K

-4.4% from 2024

Total participants

-27.3% from 2024

Average account balance

$42,099

+9.2% from 2024

Annual return

16.50%

+3.07 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$295K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$42K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.50%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$13573

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$95K

$13573 / participant

Other / not subdivided$95K100.0%

% of EOY assets

32.240%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,099

$154,228-72.7%

$145,433-71.1%

$137,256-69.3%

Participation rate

85.7%

83.8%+1.9pp

82.1%+3.6pp

80.0%+5.8pp

Annual return

16.50%

74.59%-58.1pp

66.58%-50.1pp

220.34%-203.8pp

Employer contribution / active EE

$1,273

$4,804-73.5%

$4,554-72.1%

$4,156-69.4%

Participant deferral / active EE

$3,046

$8,216-62.9%

$7,897-61.4%

$6,407-52.5%

Admin fee / account holder

$13,573

$14,344-5.4%

$13,129+3.4%

$12,270+10.6%

CHRISTIANSEN CREATIVE INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTIANSEN CREATIVE INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion