How big is REH CPA, PLLC's plan?

REH CPA, PLLC's plan reported $1.8M in assets and 32 participants for 2024.

Original filing (PDF)20250424213543NAL0013389104001

REH CPA, PLLC

Name: REH CPA, PLLC — REH CPA 401(k) Plan, Form 5500 (2024)
Creator: REH CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

REH CPA 401(k) Plan

401(k) retirement plan · REH CPA, PLLC's REH CPA 401(k) Plan held $1.8M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

REH CPA, PLLC's EIN is 20-4389753.

EIN 20-4389753

Plan number 001

Plan year 2024

ACK ID 20250424213543NAL0013389104001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for REH CPA, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

REH CPA, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

REH CPA, PLLC

EIN

all filings

Address

223 WILLIAMSON ROAD, STE. 204 · MOORESVILLE, NC · 28117

Phone

(704) 662-8249

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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