Original filing (PDF)20251013115829NAL0001258993001

AARON READ & ASSOCIATES, LLC

Name: AARON READ & ASSOCIATES, LLC — AARON READ & ASSOCIATES, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AARON READ & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

AARON READ & ASSOCIATES, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

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 AARON READ & ASSOCIATES, LLC.

Plan sponsor

Name

AARON READ & ASSOCIATES, LLC

EIN

27-0035856

Address

1415 L. STREET, SUITE 1100 · SACRAMENTO, CA · 95814

Phone

(916) 448-3444

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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