Original filing (PDF)20251015133946NAL0009515602001

REINSTEIN WEALTH MANAGEMENT

Name: REINSTEIN WEALTH MANAGEMENT — REINSTEIN WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: REINSTEIN WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

REINSTEIN WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

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 average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

REINSTEIN WEALTH MANAGEMENT

EIN

82-2544400all filings

Address

1255 COMO PARK BLVD · DEPEW, NY · 14043

Phone

(716) 633-1515

Industry

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

OQP PARTNERS, LLC

OQP PARTNERS, LLC 401(K) PLAN

$163K · 5 participants

118 WEST INVESTMENTS INC.

118 WEST INVESTMENTS INC. 401(K) PROFIT SHARING PLAN

$163K · 1 participants

SQUARED AWAY PLANNING, LLC

SAP 401(K) PLAN

$163K · 1 participants

NET ALPHA ADVISORS LLC

NET ALPHA ADVISORS 401(K) PLAN

$163K · 3 participants

FREEDOM INVESTMENT MANAGEMENT GROUP, INC.

FIMG 401(K) PLAN

$163K · 6 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.