How big is REES Wealth Management LLC's plan?

REES Wealth Management LLC's plan reported $77K in assets and 2 participants for 2024.

Original filing (PDF)20250501105944NAL0004676768001

REES Wealth Management LLC

Name: REES Wealth Management LLC — REES Wealth Management, Form 5500 (2024)
Creator: REES Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

REES Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · REES Wealth Management LLC's REES Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $77K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

Justin REES signed REES Wealth Management LLC's 2024 Form 5500 as plan administrator.

Justin 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

REES Wealth Management LLC's EIN is 85-3196869.

EIN 85-3196869

Plan number 001

Plan year 2024

ACK ID 20250501105944NAL0004676768001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for REES Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

REES Wealth Management LLC'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 WEALTH MANAGEMENT LLC.

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