How big is Hartle & REES Management Co LLC's plan?

Hartle & REES Management Co LLC's plan reported $953K in assets and 8 participants for 2024.

Original filing (PDF)20250521094458NAL0001721361001

Hartle & REES Management Co LLC

Name: Hartle & REES Management Co LLC — Hartle & REES, LLC, Form 5500 (2024)
Creator: Hartle & REES Management Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hartle & REES, LLC 401(k) P/S Plan

401(k) retirement plan · Hartle & REES Management Co LLC's Hartle & REES, LLC 401(k) P/S Plan held $953K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$953K

Net assets (EOY)

$953K

People on this filing

Ryan REES signed Hartle & REES Management Co LLC's 2024 Form 5500 as plan administrator.

Ryan REES — 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

Hartle & REES Management Co LLC's EIN is 33-1416429.

EIN 33-1416429

Plan number 001

Plan year 2024

ACK ID 20250521094458NAL0001721361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hartle & REES Management Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hartle & REES Management Co 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 HARTLE & REES MANAGEMENT CO LLC.

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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