Back to filter
Original filing (PDF)20251002154638NAL0000433347001
RANDAL REEVES
Form 5500-SF
FILING_RECEIVED
RANDAL REEVES 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
7
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RANDAL REEVES.
Plan sponsor
Name
RANDAL REEVES
EIN
76-0161004
Address
7702 LOUETTA ROAD · SPRING, TX · 773797244
Phone
(281) 370-1700
Industry
Insurance Agencies & Brokerages· 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
MID-HUDSON CO-OPERATIVE INSURANCE COMPANY
STATEWIDE UNDERWRITING SERVICES 401(K) AND PROFIT SHARING PLAN
$5.3M · 39 participants
TRUEX INSURANCE AGENCY A CALIFORNIA CORPORATION
TRUEX INSURANCE AGENCY A CALIFORNIA CORPORATION 401K PROFIT SHARING PLAN
$5.3M · 18 participants
D.C. RANIERI INSURANCE AGENCY, INC.
D.C. RANIERI INSURANCE AGENCY PROFIT SHARING 401(K) PLAN
$5.4M · 11 participants
THEODORE LIFTMAN INSURANCE, INC.
THEODORE LIFTMAN INSUR 401K PLAN
$5.4M · 7 participants
INFORTE GROUP
INFORTE GROUP RETIREMENT PLAN
$5.3M · 3 participants
TONKINSON FINANCIAL, INC.
RICK TONKINSON & ASSOCIATES 401(K) PLAN
$5.4M · 7 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants