Original filing (PDF)20240729150300NAL0041404082001

REED, LUCE, TOSH, WOLFORD &

Name: REED, LUCE, TOSH, WOLFORD & — REED, LUCE, TOSH, WOLFORD & DOUGLASS, Form 5500 (2023)
Creator: REED, LUCE, TOSH, WOLFORD &

Form 5500-SF

FILING_RECEIVED

REED, LUCE, TOSH, WOLFORD & DOUGLASS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$219K

Net assets (EOY)

$219K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REED, LUCE, TOSH, WOLFORD &.

Plan sponsor

Name

REED, LUCE, TOSH, WOLFORD &

EIN

25-1255316all filings

Address

1220 SEVENTH AVENUE, STE 2 · BEAVER FALLS, PA · 15010

Phone

(724) 441-4089

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