What public Form 5500 filings show about the REES Wealth Management LLC 401(k) plan — and how to find and check your own account.
REES Wealth Management LLC (EIN 85-3196869) reports REES WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $77K in plan assets across 2 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 REES Wealth Management LLC filing — schedules, fees, and providers.
REES Wealth Management LLC’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 REES Wealth Management LLCHR for the recordkeeper’s name and login.
