How big is REES Roberts + Partners LLC's plan?

REES Roberts + Partners LLC's plan reported $269K in assets and 17 participants for 2024.

Original filing (PDF)20250829125707NAL0022330354001

REES Roberts + Partners LLC

Name: REES Roberts + Partners LLC — REES Roberts +, Form 5500 (2024)
Creator: REES Roberts + Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

REES Roberts + Partners 401(k) Plan

401(k) retirement plan · REES Roberts + Partners LLC's REES Roberts + Partners 401(k) Plan held $269K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

People on this filing

Susan Burak signed REES Roberts + Partners LLC's 2024 Form 5500 as plan administrator.

Susan Burak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

REES Roberts + Partners LLC's EIN is 20-8657510.

EIN 20-8657510

Plan number 001

Plan year 2024

ACK ID 20250829125707NAL0022330354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for REES Roberts + Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

REES Roberts + Partners LLC'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 REES ROBERTS + PARTNERS LLC.

Finding similar companies…

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