Original filing (PDF)20250707134400NAL0009120722001

REICH ASSET MANAGEMENT, LLC

Name: REICH ASSET MANAGEMENT, LLC — REICH ASSET MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: REICH ASSET MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

REICH ASSET MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$603K

Net assets (EOY)

$603K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REICH ASSET MANAGEMENT, LLC.

Plan sponsor

Name

REICH ASSET MANAGEMENT, LLC

EIN

45-5386260

Address

105 ROOSEVELT BLVD · MARMORA, NJ · 082231442

Phone

(609) 486-5073

Industry

Finance & Insurancesee 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

2025-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PAUL E NICK, CHFC

PAUL E. NICK, CHFC RPSS TR SINGLE K

$603K · 1 participants

SUPERFUND USA, LLC

SUPERFUND USA, LLC 401K PSP & TRUST

$603K · 1 participants

MAXIMUSALLIANCE PARTNERS, LLC

MAXIMUSALLIANCE 401K PLAN

$603K · 8 participants

DASH INVESTMENTS INC.

DASH INVESTMENTS 401(K) PLAN

$603K · 7 participants

OAK LEAF FINANCIAL GROUP, LLC

OAK LEAF FINANCIAL GROUP 401(K) PLAN

$603K · 7 participants