Original filing (PDF)20250701090754NAL0018282736001

REICHARD & ESCALERA LLC

Name: REICHARD & ESCALERA LLC — REICHARD & ESCALERA EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: REICHARD & ESCALERA LLC

Form 5500-SF

FILING_RECEIVED

REICHARD & ESCALERA EMPLOYEES' RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REICHARD & ESCALERA LLC.

Plan sponsor

Name

REICHARD & ESCALERA LLC

EIN

66-0852206

Address

PO BOX 364148 · SAN JUAN, PR · 009364148

Phone

(787) 777-8888

Industry

Law Offices· 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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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