How big is The Reserve's plan?

The Reserve's plan reported $1.3M in assets and 32 participants for 2024.

Original filing (PDF)20250722115025NAL0002706641001

The Reserve

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

Form 5500-SF

FILING_RECEIVED

The Reserve 401(k) Plan

401(k) retirement plan · The Reserve's The Reserve 401(k) Plan held $1.3M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Shirley Horner signed The Reserve'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

The Reserve's EIN is 94-3298487.

EIN 94-3298487

Plan number 001

Plan year 2024

ACK ID 20250722115025NAL0002706641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Reserve'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 THE RESERVE.

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THE RESERVE

EIN

all filings

Address

74001 RESERVE DRIVE · INDIAN WELLS, CA · 92210

Phone

(760) 674-2238

Industry

Other Services (ex. Public Admin)

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

2025-07-22

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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