How big is Reller Risk Management's plan?

Reller Risk Management's plan reported $6.4M in assets and 1 participants for 2024.

Original filing (PDF)20250603124151NAL0010210113001

Reller Risk Management

Name: Reller Risk Management — Reller Risk Management, Form 5500 (2024)
Creator: Reller Risk Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reller Risk Management 401(k) Plan

401(k) retirement plan · Reller Risk Management's Reller Risk Management 401(k) Plan held $6.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Charles T. Reller signed Reller Risk Management's 2024 Form 5500 as plan administrator.

Charles T. Reller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Reller Risk Management's EIN is 16-1603112.

EIN 16-1603112

Plan number 001

Plan year 2024

ACK ID 20250603124151NAL0010210113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Reller Risk Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Reller Risk Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RELLER RISK MANAGEMENT.

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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 average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

RELLER RISK MANAGEMENT

EIN

all filings

Address

6315 FLY RD · EAST SYRACUSE, NY · 130579316

Phone

(315) 432-8210

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator