Caleb J. REES CPA PC DBA REES CPA 401(k) Plan

The Caleb J. REES CPA PC DBA REES CPA 401(k) on its latest Form 5500

Caleb J. REES CPA PC DBA REES CPA (EIN 46-5571218) reports REES CPA 401(K) PLAN on its most recent Form 5500, with $281K in plan assets across 8 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Caleb J. REES CPA PC DBA REES CPA filing — schedules, fees, and providers.

Who runs the Caleb J. REES CPA PC DBA REES CPA 401(k)?

Caleb J. REES CPA PC DBA REES CPA’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Caleb J. REES CPA PC DBA REES CPAHR for the recordkeeper’s name and login.

How to check your Caleb J. REES CPA PC DBA REES CPA 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Caleb J. REES CPA PC DBA REES CPA HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).