How big is BERT Reames Investment Advisors, Inc.'s plan?

BERT Reames Investment Advisors, Inc.'s plan reported $773K in assets and 3 participants for 2024.

Original filing (PDF)20251007084836NAL0002322131001

BERT Reames Investment Advisors, Inc.

Name: BERT Reames Investment Advisors, Inc. — BERT Reames, Form 5500 (2024)
Creator: BERT Reames Investment Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BERT Reames Investment Advisors, Inc. 401(k) Plan

401(k) retirement plan · BERT Reames Investment Advisors, Inc.'s BERT Reames Investment Advisors, Inc. 401(k) Plan held $773K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

Plan identifiers

BERT Reames Investment Advisors, Inc.'s EIN is 14-1931002.

EIN 14-1931002

Plan number 001

Plan year 2024

ACK ID 20251007084836NAL0002322131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BERT Reames Investment Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BERT Reames Investment Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 BERT REAMES INVESTMENT ADVISORS, INC..

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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