Original filing (PDF)20250417220452NAL0002082113061

CHRISTOPHER B JONES LLC DBA REED LAKE PRIVATE WEALTH

Name: CHRISTOPHER B JONES LLC DBA REED LAKE PRIVATE WEALTH — CHRISTOPHER B JONES LLC DBA REED LAKE PRIVATE WEALTH 401(K) PLAN, Form 5500 (2024)
Creator: CHRISTOPHER B JONES LLC DBA REED LAKE PRIVATE WEALTH

Form 5500-SF

FILING_RECEIVED

CHRISTOPHER B JONES LLC DBA REED LAKE PRIVATE WEALTH 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

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 (93rd percentile).

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.

Plan sponsor

Name

CHRISTOPHER B JONES LLC DBA REED LAKE PRIVATE WEALTH

EIN

82-4683694

Address

1209 TAMRANAE CT · AUSTIN, TX · 78746

Phone

(512) 290-9025

Industry

Finance & Insurancesee all

Plan administrator