Original filing (PDF)20250714114137NAL0000985921001

REBECCA W. GEYER & ASSOCIATES, PC

Name: REBECCA W. GEYER & ASSOCIATES, PC — REBECCA W. GEYER & ASSOCIATES, PC 401(K) PLAN, Form 5500 (2024)
Creator: REBECCA W. GEYER & ASSOCIATES, PC

Form 5500-SF

FILING_RECEIVED

REBECCA W. GEYER & ASSOCIATES, PC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

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 (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REBECCA W. GEYER & ASSOCIATES, PC.

Plan sponsor

Name

REBECCA W. GEYER & ASSOCIATES, PC

EIN

20-8564586all filings

Address

11550 NORTH MERIDIAN STREET · SUITE 200 · CARMEL, IN · 46032

Phone

(317) 973-4555

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