Original filing (PDF)20251015162718NAL0002630963001

ERIC N. RIES

Name: ERIC N. RIES — ERIC N. RIES & TARA S. MOHR 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ERIC N. RIES

Form 5500-SF

FILING_RECEIVED

ERIC N. RIES & TARA S. MOHR 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 ERIC N. RIES.

Plan sponsor

Name

ERIC N. RIES

EIN

47-1359904

Address

18 SAGEBRUSH CT · SAN RAFAEL, CA · 94901

Phone

(415) 763-5178

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

HERMES TECHNOLOGIES INC.

HERMES TECHNOLOGIES INC. 401(K) PS PLAN

$1.6M · 2 participants

REESE HIRSCH SHOULTS & HARRISO

REESE HIRSCH SHOULTS & HARRISO 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 6 participants

ACCELHRATE, LLC

ACCELHRATE, LLC 401(K) PLAN AND TRUST

$1.6M · 4 participants

LANDING POINT FINANCIAL GROUP, LLC

LANDING POINT FINANCIAL GROUP 401(K) & PROFIT SHARING PLAN

$1.6M · 24 participants

ALLERGY & ASTHMA PHYSICIANS OF

ALLERGY & ASTHMA PHYSICIANS OF 401(K) PROFIT SHARING PLAN & TRUST