Back to filter
Original filing (PDF)20250910134735NAL0035142224001
REES BROOME, PC
Form 5500
FILING_RECEIVED
REES BROOME, PC 401(K) PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
129
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
How this plan invests
This plan
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REES BROOME, PC.
Plan sponsor
Name
REES BROOME, PC
EIN
54-0965953
Address
1900 GALLOWS ROAD · SUITE 700 · VIENNA, VA · 22182
Phone
(703) 790-1911
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KOSITZKA WICKS AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $48K | — |
Investments
52 direct securities· $29.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $4.9M | 16.6% | |
| Fidelity 500 Index Fund | — | — | — | $3.7M | 12.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.4M | 8.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.0M | 6.7% | |
| Vanguard Total International Bond Index Fund Admiral | — | — | — | $1.5M | 5.1% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $1.4M | 4.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.3M | 4.4% | |
| Vanguard Equity-Income Fund Admiral | — | — | — | $1.2M | 4.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $858K | 2.9% | |
| Vanguard Growth Index Fund Admiral | — | — | — | $823K | 2.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $762K | 2.6% | |
| Vanguard Total Stock Market Index Fund Admiral | — | — | — | $684K | 2.3% | |
| Vanguard Federal Money Market Fund | — | — | — | $681K | 2.3% | |
| Vanguard Small-Cap Index Fund Admiral | — | — | — | $646K | 2.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $611K | 2.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $587K | 2.0% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $505K | 1.7% | |
| Vanguard International Growth Fund Admiral | — | — | — | $490K | 1.7% | |
| Vanguard International Value Fund | — | — | — | $462K | 1.6% | |
| Vanguard GNMA Fund Admiral | — | — | — | $459K | 1.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | — | — | — | $455K | 1.6% | |
| Fidelity International Index Fund | — | — | — | $452K | 1.5% | |
| Vanguard Total Bond Market Index Fund Admiral | — | — | — | $405K | 1.4% | |
| Vanguard Value Index Fund Admiral | — | — | — | $353K | 1.2% | |
| Participant loans Interest rates range from 4.25% to 9.50% | — | — | — | $324K | 1.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $253K | 0.9% | |
| Vanguard Extended Market Index Fund Admiral | — | — | — | $217K | 0.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $168K | 0.6% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | — | — | — | $107K | 0.4% | |
| Vanguard Dividend Appreciation Index Fund Admiral | — | — | — | $84K | 0.3% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $80K | 0.3% | |
| Vanguard US Growth Fund Admiral | — | — | — | $58K | 0.2% | |
| Intel Business Machine NFS Is A Specialist | — | — | — | $50K | 0.2% | |
| ChevronTexaco Corporation | — | — | — | $46K | 0.2% | |
| Vanguard Explorer Value Fund | — | — | — | $41K | 0.1% | |
| -continued- Fidelity Brokerage Link * Fidelity Cash Reserves | — | — | — | $35K | 0.1% | |
| Vanguard Materials Index Fund Admiral | — | — | — | $33K | 0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral | — | — | — | $28K | <0.1% | |
| Cabot Oil & Gas Corporation | — | — | — | $27K | <0.1% | |
| Vanguard Short-Term Investment-Grade Fund | — | — | — | $24K | <0.1% | |
| Dow Inc Company | — | — | — | $14K | <0.1% | |
| Vanguard High-Yield Corporate Fund Admiral | — | — | — | $12K | <0.1% | |
| Fidelity Real Estate Index Fund | — | — | — | $11K | <0.1% | |
| Range Resources Corporation | — | — | — | $11K | <0.1% | |
| Sprott Inc | — | — | — | $11K | <0.1% | |
| PBF Energy Inc | — | — | — | $7K | <0.1% | |
| Mobileye Global Inc | — | — | — | $5K | <0.1% | |
| International Seaways Inc | — | — | — | $5K | <0.1% | |
| Solidion Technology Inc 348 Smart Global Holdings Inc | — | — | — | $5K | <0.1% | |
| Photronics Inc | — | — | — | $5K | <0.1% | |
| Novavax Inc | — | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral | — | — | — | $2K | <0.1% |