How big is REES Associates, Inc.'s plan?

REES Associates, Inc.'s plan reported $605K in assets and 3 participants for 2024.

Original filing (PDF)20250722085736NAL0002477777001

REES Associates, Inc.

Name: REES Associates, Inc. — REES Associates, Inc. 401(k), Form 5500 (2024)
Creator: REES Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

REES Associates, Inc. 401(k) Plan

401(k) retirement plan · REES Associates, Inc.'s REES Associates, Inc. 401(k) Plan held $605K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$605K

Net assets (EOY)

$605K

People on this filing

Stephen Lundstrom signed REES Associates, Inc.'s 2024 Form 5500 as plan administrator.

Stephen Lundstrom — 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 Associates, Inc.'s EIN is 42-1422198.

EIN 42-1422198

Plan number 001

Plan year 2024

ACK ID 20250722085736NAL0002477777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for REES Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

REES Associates, 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 ASSOCIATES, INC..

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

REES ASSOCIATES, INC.

DBA

REES ASSOCIATES, INC

EIN

all filings

Address

1800 SW 2ND ST · DES MOINES, IA · 503157147

Phone

(515) 243-2127

Industry