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

REES Associates, Inc.'s plan reported $10.2M in assets and 70 participants for 2024.

Original filing (PDF)20250627111453NAL0013747920001

REES Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

REES Associates 401(k) Plan

401(k) retirement plan · REES Associates, Inc.'s REES Associates 401(k) Plan held $10.2M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

Diane Garrett signed REES Associates, Inc.'s 2024 Form 5500 as plan administrator.

Diane Garrett — 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 73-0992452.

EIN 73-0992452

Plan number 001

Plan year 2024

ACK ID 20250627111453NAL0013747920001

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, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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