How big is Reveille Wealth Management LLC's plan?

Reveille Wealth Management LLC's plan reported $545K in assets and 16 participants for 2024.

Original filing (PDF)20250726072649NAL0007379089001

Reveille Wealth Management LLC

Name: Reveille Wealth Management LLC — Reveille Wealth, Form 5500 (2024)
Creator: Reveille Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reveille Wealth Management 401(k) Plan

401(k) retirement plan · Reveille Wealth Management LLC's Reveille Wealth Management 401(k) Plan held $545K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$545K

Net assets (EOY)

$545K

People on this filing

Shirley Horner signed Reveille Wealth Management 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

Reveille Wealth Management LLC's EIN is 86-1479151.

EIN 86-1479151

Plan number 001

Plan year 2024

ACK ID 20250726072649NAL0007379089001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Reveille Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REVEILLE WEALTH MANAGEMENT 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

Helping the score