How big is Reason Financial's plan?

Reason Financial's plan reported $2.1M in assets and 18 participants for 2024.

Original filing (PDF)20250904213053NAL0027967248001

Reason Financial

Name: Reason Financial — Reason Financial 401(k) Plan, Form 5500 (2024)
Creator: Reason Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reason Financial 401(k) Plan

401(k) retirement plan · Reason Financial's Reason Financial 401(k) Plan held $2.1M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Heather Stewart signed Reason Financial's 2024 Form 5500 as plan administrator.

Heather Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Reason Financial's EIN is 33-0886200.

EIN 33-0886200

Plan number 001

Plan year 2024

ACK ID 20250904213053NAL0027967248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Reason Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Reason Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REASON FINANCIAL.

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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