Back to filter
Original filing (PDF)20250916081902NAL0002307392001
RESERVE ADVISORS LLC
Form 5500-SF
FILING_RECEIVED
RESERVE ADVISORS 401(K) PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
81
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESERVE ADVISORS LLC.
Plan sponsor
Name
RESERVE ADVISORS LLC
EIN
84-3089374
Address
735 N. WATER STREET · SUITE 175 · MILWAUKEE, WI · 53202
Phone
(800) 221-9882
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Engineering Services plans
TURNER, MASON & COMPANY
TURNER, MASON & COMPANY 401(K) RETIREMENT SAVINGS PLAN
$6.3M · 13 participants
CHEMICAL DESIGN INC
CHEMICAL DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST
$6.3M · 30 participants
JOHN J. GUTH ASSOCIATES, INC.
JOHN J. GUTH ASSOCIATES, INC.
$6.3M · 13 participants
DESIGN SOLUTIONS, INC.
DESIGN SOLUTIONS, INC. 401(K) PLAN
$6.3M · 42 participants
DIVERSIFIED PROJECT SERVICES INTERNATIONAL, INC.
DPSI 401(K) PLAN
$6.3M · 72 participants
APPARATUS TESTING AND ENGINEER
APPARATUS TESTING AND ENGINEER 401K PROFIT SHARING PLAN TRUST
$6.3M · 14 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B