How big is PACK & REES, PLLC's plan?

PACK & REES, PLLC's plan reported $853K in assets and 6 participants for 2024.

Original filing (PDF)20250613133718NAL0028761040001

PACK & REES, PLLC

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

Form 5500-SF

FILING_RECEIVED

PACK & REES, PLLC 401(k) Plan

401(k) retirement plan · PACK & REES, PLLC's PACK & REES, PLLC 401(k) Plan held $853K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$853K

Net assets (EOY)

$853K

People on this filing

James H. REES signed PACK & REES, PLLC's 2024 Form 5500 as plan administrator.

James H. 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

PACK & REES, PLLC's EIN is 45-4436904.

EIN 45-4436904

Plan number 001

Plan year 2024

ACK ID 20250613133718NAL0028761040001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PACK & REES, PLLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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