Original filing (PDF)20250917154550NAL0000838418001

ADVEST MEDIA, INC. DBA REEF TRANSPORT

Name: ADVEST MEDIA, INC. DBA REEF TRANSPORT — REEF TRANSPORT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ADVEST MEDIA, INC. DBA REEF TRANSPORT

Form 5500-SF

FILING_RECEIVED

REEF TRANSPORT PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$561K

Net assets (EOY)

$561K

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 ADVEST MEDIA, INC. DBA REEF TRANSPORT.

Plan sponsor

Name

ADVEST MEDIA, INC. DBA REEF TRANSPORT

EIN

74-3186015

Address

124 N. POPLAR STREET · SONORA, CA · 95370

Phone

(559) 875-4540

Industry

Transportation & Warehousingsee 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

2025-09-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

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

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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