How big is Norton Reese LLC's plan?

Norton Reese LLC's plan reported $88K in assets and 2 participants for 2024.

Original filing (PDF)20250722070210NAL0001004947001

Norton Reese LLC

Name: Norton Reese LLC — Norton Reese LLC 401(k), Form 5500 (2024)
Creator: Norton Reese LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Norton Reese LLC 401(k)

401(k) retirement plan · Norton Reese LLC's Norton Reese LLC 401(k) held $88K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

People on this filing

Shirley Horner signed Norton Reese LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Norton Reese LLC's EIN is 83-2597075.

EIN 83-2597075

Plan number 001

Plan year 2024

ACK ID 20250722070210NAL0001004947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Norton Reese LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Norton Reese 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 NORTON REESE 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

Knocking points off