How big is Claire REID Wealth Advisory's plan?

Claire REID Wealth Advisory's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250711122456NAL0006318801001

Claire REID Wealth Advisory

Name: Claire REID Wealth Advisory — Claire REID Wealth, Form 5500 (2024)
Creator: Claire REID Wealth Advisory
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Claire REID Wealth Advisory 401(k) Plan

401(k) retirement plan · Claire REID Wealth Advisory's Claire REID Wealth Advisory 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Claire REID Wealth Advisory's EIN is 26-0906680.

EIN 26-0906680

Plan number 001

Plan year 2024

ACK ID 20250711122456NAL0006318801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Claire REID Wealth Advisory from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Claire REID Wealth Advisory'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 CLAIRE REID WEALTH ADVISORY.

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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