How big is Appleton Reiss PLLC's plan?

Appleton Reiss PLLC's plan reported $1.1M in assets and 13 participants for 2024.

Original filing (PDF)20250704145422NAL0002547520001

Appleton Reiss PLLC

Name: Appleton Reiss PLLC — Appleton Reiss PLLC 401(k), Form 5500 (2024)
Creator: Appleton Reiss PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Appleton Reiss PLLC 401(k) Plan

401(k) retirement plan · Appleton Reiss PLLC's Appleton Reiss PLLC 401(k) Plan held $1.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Michelle Reiss signed Appleton Reiss PLLC's 2024 Form 5500 as plan administrator.

Michelle Reiss — 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

Appleton Reiss PLLC's EIN is 83-0953659.

EIN 83-0953659

Plan number 001

Plan year 2024

ACK ID 20250704145422NAL0002547520001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Appleton Reiss PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Appleton Reiss PLLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLETON REISS PLLC.

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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