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

Form 5500-SF

FILING_RECEIVED

THE REILLY U-SAVE PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.4M

Net assets (EOY)

$22.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GERALD T. REILLY & COMPANY.

Plan sponsor

Name

GERALD T. REILLY & COMPANY

EIN

04-2513210

Address

424 ADAMS STREET · MILTON, MA · 021864358

Phone

—

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-12-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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