How big is Reinstein Wealth Management's plan?

Reinstein Wealth Management's plan reported $163K in assets and 1 participants for 2024.

Original filing (PDF)20251015133946NAL0009515602001

Reinstein Wealth Management

Name: Reinstein Wealth Management — Reinstein Wealth, Form 5500 (2024)
Creator: Reinstein Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reinstein Wealth Management 401(k) Plan

401(k) retirement plan · Reinstein Wealth Management's Reinstein Wealth Management 401(k) Plan held $163K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

People on this filing

Nanette Morganti signed Reinstein Wealth Management's 2024 Form 5500 as plan administrator.

Nanette Morganti — 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

Reinstein Wealth Management's EIN is 82-2544400.

EIN 82-2544400

Plan number 001

Plan year 2024

ACK ID 20251015133946NAL0009515602001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Reinstein Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Reinstein Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REINSTEIN WEALTH MANAGEMENT.

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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