How big is Reed Lefevre's plan?

Reed Lefevre's plan reported $2.9M in assets and 1 participants for 2024.

Original filing (PDF)20250804154038NAL0003770530001

Reed Lefevre

Name: Reed Lefevre — Reed Lefevre Profit Sharing Plan and, Form 5500 (2024)
Creator: Reed Lefevre
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reed Lefevre Profit Sharing Plan and Trust

Defined-contribution retirement plan · Reed Lefevre's Reed Lefevre Profit Sharing Plan and Trust held $2.9M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Reed Lefevre signed Reed Lefevre's 2024 Form 5500 as plan administrator.

Reed Lefevre — 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

Reed Lefevre's EIN is 95-4634380.

EIN 95-4634380

Plan number 002

Plan year 2024

ACK ID 20250804154038NAL0003770530001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Reed Lefevre's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REED LEFEVRE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

REED LEFEVRE

EIN

all filings

Address

370 N. WESTLAKE BLVD., SUITE 140 · WESTLAKE VILLAGE, CA · 913623733

Phone

(805) 750-3830

Industry

Finance & Insurance

Plan administrator