How big is Reckon Advisors, LLC's plan?

Reckon Advisors, LLC's plan reported $729K in assets and 2 participants for 2025.

Original filing (PDF)20260422220111NAL0002211811028

Reckon Advisors, LLC

Name: Reckon Advisors, LLC — Reckon Advisors 401(k) Plan, Form 5500 (2025)
Creator: Reckon Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reckon Advisors 401(k) Plan

401(k) retirement plan · Reckon Advisors, LLC's Reckon Advisors 401(k) Plan held $729K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$729K

Net assets (EOY)

$729K

Plan identifiers

Reckon Advisors, LLC's EIN is 82-4763724.

EIN 82-4763724

Plan number 001

Plan year 2025

ACK ID 20260422220111NAL0002211811028

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Reckon Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Reckon Advisors, LLC'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 RECKON ADVISORS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

RECKON ADVISORS, LLC

EIN

all filings

Address

40617 MARINO WAY · FREMONT, CA · 94539

Phone

(408) 203-9740

Industry

Finance & Insurance

Plan administrator