Original filing (PDF)20260424220901NAL0006174801051

Christopher B Jones LLC DBA Reed Lake Private Wealth

Name: Christopher B Jones LLC DBA Reed Lake Private Wealth — Form 5500 Plan 001 (2025)
Creator: Christopher B Jones LLC DBA Reed Lake Private Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christopher B Jones LLC DBA Reed Lake Private Wealth 401(k) Plan

401(k) retirement plan · Christopher B Jones LLC DBA Reed Lake Private Wealth's Christopher B Jones LLC DBA Reed Lake Private Wealth 401(k) Plan held $626K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$626K

Net assets (EOY)

$626K

Plan identifiers

Christopher B Jones LLC DBA Reed Lake Private Wealth's EIN is 82-4683694.

EIN 82-4683694

Plan number 001

Plan year 2025

ACK ID 20260424220901NAL0006174801051

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Christopher B Jones LLC DBA Reed Lake Private Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Christopher B Jones LLC DBA Reed Lake Private Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHRISTOPHER B JONES LLC DBA REED LAKE PRIVATE WEALTH.

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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