How big is Reserve Advisors LLC's plan?

Reserve Advisors LLC's plan reported $6.3M in assets and 81 participants for 2024.

Original filing (PDF)20250916081902NAL0002307392001

Reserve Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Reserve Advisors 401(k) Plan

401(k) retirement plan · Reserve Advisors LLC's Reserve Advisors 401(k) Plan held $6.3M in plan assets for 81 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan identifiers

Reserve Advisors LLC's EIN is 84-3089374.

EIN 84-3089374

Plan number 001

Plan year 2024

ACK ID 20250916081902NAL0002307392001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Reserve Advisors LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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