Original filing (PDF)20250711122456NAL0006318801001

CLAIRE REID WEALTH ADVISORY

Name: CLAIRE REID WEALTH ADVISORY — CLAIRE REID WEALTH ADVISORY 401(K) PLAN, Form 5500 (2024)
Creator: CLAIRE REID WEALTH ADVISORY

Form 5500-SF

FILING_RECEIVED

CLAIRE REID WEALTH ADVISORY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLAIRE REID WEALTH ADVISORY.

Plan sponsor

Name

CLAIRE REID WEALTH ADVISORY

EIN

26-0906680

Address

100 WITMER ROAD, STE. 140. · HORSHAM, PA · 19044

Phone

(267) 463-4871

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

AMERICAN WEALTH MANAGEMENT

AMERICAN WEALTH MANAGEMENT 401(K) PLAN

$1.2M · 13 participants

KNEPP ENTERPRISE, INC.

KNEPP ENTERPRISE, INC. 401(K) RETIREMENT PLAN

$1.2M · 6 participants

SULLIVAN WEALTH MANAGEMENT ADVISORS, LLC

SULLIVAN WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN

$1.2M · 3 participants

NORTH ISLAND VENTURES LLC

NORTH ISLAND VENTURES LLC 401(K) PLAN

$1.2M · 9 participants

R2M MANAGEMENT HI, LLC

R2M MANAGEMENT HI, LLC 401(K) RETIREMENT SAVINGS PLAN (001)