401(k) retirement plan · Sarah N. Reames, CPA, PLLC held $1.2M in plan assets for 5 participants in 2023.
Signals · 1
Late filing · 5.0 mo
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score
Above-average plan
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
80
Total plan cost
n/a
Plan health
75
Vendor & structure
100
Knocking points off
Filed 5.0 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SARAH N. REAMES, CPA, PLLC.
