How big is Reconciliation Services' plan?

Reconciliation Services' plan reported $297K in assets and 28 participants for 2024.

Original filing (PDF)20250925114924NAL0019320242001

Reconciliation Services

Name: Reconciliation Services — Reconciliation Services, Form 5500 (2024)
Creator: Reconciliation Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reconciliation Services 403(b) Plan

Defined-contribution retirement plan · Reconciliation Services' Reconciliation Services 403(b) Plan held $297K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$297K

Net assets (EOY)

$297K

People on this filing

Sheryl Wikstrom signed Reconciliation Services' 2024 Form 5500 as plan administrator.

Sheryl Wikstrom — 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

Reconciliation Services' EIN is 36-4580402.

EIN 36-4580402

Plan number 001

Plan year 2024

ACK ID 20250925114924NAL0019320242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Reconciliation Services' plan includes profit-sharing, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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

Knocking points off