How big is A.O. Reed & Co.'s plan?

A.O. Reed & Co.'s plan reported $9.4M in assets and 96 participants for 2022.

Original filing (PDF)20230807102240NAL0033575424001

A.O. Reed & Co.

Name: A.O. Reed & Co. — A.O. Reed & Co. 401(k) Plan, Form 5500 (2022)
Creator: A.O. Reed & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A.O. Reed & Co. 401(k) Plan

401(k) retirement plan · A.O. Reed & Co.'s A.O. Reed & Co. 401(k) Plan held $9.4M in plan assets for 96 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

People on this filing

Plan Sponsor signed A.O. Reed & Co.'s 2022 Form 5500 as plan administrator.

Plan Sponsor — 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

A.O. Reed & Co.'s EIN is 95-1138730.

EIN 95-1138730

Plan number 003

Plan year 2022

ACK ID 20230807102240NAL0033575424001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for A.O. Reed & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

A.O. Reed & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

Knocking points off