How big is REA and Associates, LLP's plan?

REA and Associates, LLP's plan reported $2.1M in assets and 6 participants for 2025.

Original filing (PDF)20260413123204NAL0018041920001

REA and Associates, LLP

Name: REA and Associates, LLP — REA and Associates 401(k), Form 5500 (2025)
Creator: REA and Associates, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

REA and Associates 401(k) Profit Sharing Plan

401(k) retirement plan · REA and Associates, LLP's REA and Associates 401(k) Profit Sharing Plan held $2.1M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Walter T REA Jr. signed REA and Associates, LLP's 2025 Form 5500 as plan administrator.

Walter T REA Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

REA and Associates, LLP's EIN is 77-0164868.

EIN 77-0164868

Plan number 001

Plan year 2025

ACK ID 20260413123204NAL0018041920001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for REA and Associates, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

REA and Associates, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REA AND ASSOCIATES, LLP.

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

REA AND ASSOCIATES, LLP

EIN

all filings

Address

1937 COFFEE ROAD · MODESTO, CA · 95355

Phone

(209) 521-2727

Industry

CPA Offices· Professional & Technical Services

Plan administrator