How big is Gerald T. Reilly & Company's plan?

Gerald T. Reilly & Company's plan reported $22.4M in assets and 29 participants for 2024.

Original filing (PDF)20251202112922NAL0011986017001

Gerald T. Reilly & Company

Name: Gerald T. Reilly & Company — The Reilly U-SAVE Plan, Form 5500 (2024)
Creator: Gerald T. Reilly & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Reilly U-SAVE Plan

401(k) retirement plan · Gerald T. Reilly & Company's The Reilly U-SAVE Plan held $22.4M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.4M

Net assets (EOY)

$22.4M

Plan identifiers

Gerald T. Reilly & Company's EIN is 04-2513210.

EIN 04-2513210

Plan number 002

Plan year 2024

ACK ID 20251202112922NAL0011986017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gerald T. Reilly & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gerald T. Reilly & Company's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERALD T. REILLY & COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

GERALD T. REILLY & COMPANY

EIN

all filings

Address

424 ADAMS STREET · MILTON, MA · 021864358

Phone

—

Industry

CPA Offices· Professional & Technical Services

Plan administrator