· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
REACH FETILITY, PLLC — REACH FERTILITY, PLLC 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231014202848NAL0048112752001
REACH FETILITY, PLLC
Form 5500-SF
FILING_RECEIVED
REACH FERTILITY, PLLC 401(K) PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
68
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
REACH FETILITY, PLLC
.
Find decision makers
Plan sponsor
Name
REACH FETILITY, PLLC
EIN
85-3148793
Address
1524 MOREHEAD STREET · CHARLOTTE, NC · 28207
Phone
(704) 343-3400
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
BOBBIE BEHRENS, MD OB/GYN, LLC
BOBBIE BEHRENS, MD OB/GYN 401(K) PLAN
$2.2M · 6 participants
BAOEN JIANG, MEDICINE P.C.
JIANG AND YE DEFINED BENEFIT PLAN
$2.2M · 2 participants
MERCADO MEDICAL PRACTICE
DR MAX E MERCADO PRACTICE LLC 401K SAFE HARBOR PSP
$2.2M · 13 participants
BALANCED CARE FOR WOMEN OF ST. LOUIS, P.C.
BALANCED CARE FOR WOMEN OF ST. LOUIS, P.C. 401(K) PROFIT SHARING PLAN
$2.2M · 7 participants
GASTROENTEROLOGY ASSOCIATES OF L
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GASTROENTEROLOGY ASSOC. OF LONG ISLAND RETIREMENT PLAN
$2.2M · 7 participants
FAMILY PRACTICE ASSOCIATES OF MONTROSE,PA
FAMILY PRACTICE ASSOCIATES OF MONTROSE, PA PROFIT SHARING 401(K) PLAN & TRUST
$2.2M · 18 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
