How big is Ebersol, McCormick & REIS, LLC's plan?

Ebersol, McCormick & REIS, LLC's plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250729081040NAL0001422259001

Ebersol, McCormick & REIS, LLC

Name: Ebersol, McCormick & REIS, LLC — Ebersol, McCormick, Form 5500 (2024)
Creator: Ebersol, McCormick & REIS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ebersol, McCormick & REIS, LLC Profit Sharing Plan

Defined-contribution retirement plan · Ebersol, McCormick & REIS, LLC's Ebersol, McCormick & REIS, LLC Profit Sharing Plan held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Saundra Calabrese signed Ebersol, McCormick & REIS, LLC's 2024 Form 5500 as plan administrator.

Saundra Calabrese — Plan Administrator — Form 5500 signer
Charles R Ebersol Jr. — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ebersol, McCormick & REIS, LLC's EIN is 06-1122253.

EIN 06-1122253

Plan number 001

Plan year 2024

ACK ID 20250729081040NAL0001422259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ebersol, McCormick & REIS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ebersol, McCormick & REIS, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EBERSOL, MCCORMICK & REIS, LLC.

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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 (86th percentile).

Plan sponsor

Name

EBERSOL, MCCORMICK & REIS, LLC

EIN

all filings

Address

9 MASON ST · PO BOX 598 · TORRINGTON, CT · 067900598

Phone

(860) 482-8557

Industry

Law Offices· Professional & Technical Services

Plan administrator