How big is B.J. REES'S Enterprise's plan?

B.J. REES'S Enterprise's plan reported $2.8M in assets and 43 participants for 2024.

Original filing (PDF)20260203134848NAL0004107696001

B.J. REES'S Enterprise

Name: B.J. REES'S Enterprise — REES'S 401(k)&, Form 5500 (2024)
Creator: B.J. REES'S Enterprise
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

REES'S 401(k)& Profit-Sharing Plan

401(k) retirement plan · B.J. REES'S Enterprise's REES'S 401(k)& Profit-Sharing Plan held $2.8M in plan assets for 43 participants in 2024.

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Todd Taylor signed B.J. REES'S Enterprise's 2024 Form 5500 as plan administrator.

Todd Taylor — 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

B.J. REES'S Enterprise's EIN is 87-0316019.

EIN 87-0316019

Plan number 001

Plan year 2024

ACK ID 20260203134848NAL0004107696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for B.J. REES'S Enterprise from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

B.J. REES'S Enterprise'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 B.J. REES'S ENTERPRISE.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score