Original filing (PDF)20240723093740NAL0011034609001

Reflection Asset Management, LLC

Name: Reflection Asset Management, LLC — Reflection Asset, Form 5500 (2023)
Creator: Reflection Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reflection Asset Management 401(k) Plan

401(k) retirement plan · Reflection Asset Management, LLC's Reflection Asset Management 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Chris Horne signed Reflection Asset Management, LLC's 2023 Form 5500 as plan administrator.

Chris Horne — 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

Reflection Asset Management, LLC's EIN is 83-0705955.

EIN 83-0705955

Plan number 001

Plan year 2023

ACK ID 20240723093740NAL0011034609001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Reflection Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Reflection Asset Management, 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 REFLECTION ASSET MANAGEMENT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score