How big is REES Funeral Home Inc.'s plan?

REES Funeral Home Inc.'s plan reported $3.0M in assets and 34 participants for 2023.

Original filing (PDF)20241218084750NAL0002230115001

REES Funeral Home Inc.

Name: REES Funeral Home Inc. — REES Funeral Home 401(k), Form 5500 (2023)
Creator: REES Funeral Home Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

REES Funeral Home 401(k) Plan

401(k) retirement plan · REES Funeral Home Inc.'s REES Funeral Home 401(k) Plan held $3.0M in plan assets for 34 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Joshua Krause signed REES Funeral Home Inc.'s 2023 Form 5500 as plan administrator.

Joshua Krause — 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 Funeral Home Inc.'s EIN is 35-1128111.

EIN 35-1128111

Plan number 003

Plan year 2023

ACK ID 20241218084750NAL0002230115001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for REES Funeral Home Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

REES Funeral Home Inc.'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 FUNERAL HOME INC..

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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

Knocking points off