Original filing (PDF)20250731150356NAL0013545442001

REILLY-JOSEPH CO., LLP

Name: REILLY-JOSEPH CO., LLP — REILLY-JOSEPH/WELLSTON APARTMENTS RETIREMENT PLAN, Form 5500 (2024)
Creator: REILLY-JOSEPH CO., LLP

Form 5500-SF

FILING_RECEIVED

REILLY-JOSEPH/WELLSTON APARTMENTS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$918K

Net assets (EOY)

$918K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REILLY-JOSEPH CO., LLP.

Plan sponsor

Name

REILLY-JOSEPH CO., LLP

EIN

39-6209435

Address

117 N. JEFFERSON STREET · SUITE 202 · MILWAUKEE, WI · 53202

Phone

(414) 271-5201

Industry

Real Estatesee 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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2U · Association Retirement Plan

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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