Original filing (PDF)20251014110812NAL0001282515001

REH SERVICES, LLC

Name: REH SERVICES, LLC — REH SERVICES COMPANY EMPLOYEE BENEFIT PLAN TRUST, Form 5500 (2024)
Creator: REH SERVICES, LLC

Form 5500

FILING_RECEIVED

REH SERVICES COMPANY EMPLOYEE BENEFIT PLAN TRUST

Health & welfare plan

Signals · 3

~455 bps in Sched C feesNo recordkeeper disclosed8 service providers

Active participants

2,612

Accounts w/ balance

—

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

How this plan invests

This plan

16 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REH SERVICES, LLC.

Plan sponsor

Name

REH SERVICES, LLC

EIN

20-3967749

Address

P O BOX 30825 · SALT LAKE CITY, UT · 841300825

Phone

(801) 524-2977

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4H · Long-Term Disability

4E · Vision

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

Service providers (Schedule C)

8 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
S&S HEALTHCARE STRATEGIES LTD	31-1418743	MIAMI, FL	NONE	$327K	—
DELTA DENTAL INSURANCE COMPANY	94-2767537	LOS ANGELES, CA	NONE	$49K	—
OPTUM BANK	47-0858530	CHICAGO, IL	NONE	$16K	—
CIGNA HEALTH AND LIFE INSURANCE COM	59-1031071	CINCINNATI, OH	NONE	$14K	—
ROY AND ASSOCIATES	87-0429084	SALT LAKE CITY, UT	NONE	$12K	—
XEOS

Investments

15 direct securities· $9.2M(95% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
US Treasury Bills	—	—	$1.4M	$1.5M	15.0%
US Treasury Bills	—	—	$966K	$994K	10.2%
US Treasury Bills	—	—	$962K	$991K	10.2%
US Treasury Bills	—	—	$959K	$988K	10.2%