How big is Gilmore, REES & Carlson, P.C.'s plan?

Gilmore, REES & Carlson, P.C.'s plan reported $15.3M in assets and 35 participants for 2025.

Original filing (PDF)20260401154852NAL0000713635001

Gilmore, REES & Carlson, P.C.

Name: Gilmore, REES & Carlson, P.C. — Gilmore, REES &, Form 5500 (2025)
Creator: Gilmore, REES & Carlson, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gilmore, REES & Carlson, P.C. Thrift Incentive Plan

401(k) retirement plan · Gilmore, REES & Carlson, P.C.'s Gilmore, REES & Carlson, P.C. Thrift Incentive Plan held $15.3M in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

Plan identifiers

Gilmore, REES & Carlson, P.C.'s EIN is 04-3174646.

EIN 04-3174646

Plan number 001

Plan year 2025

ACK ID 20260401154852NAL0000713635001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gilmore, REES & Carlson, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gilmore, REES & Carlson, P.C.'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 GILMORE, REES & CARLSON, P.C..

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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