How big is Harward & REES' plan?

Harward & REES' plan reported $2.9M in assets and 49 participants for 2024.

Original filing (PDF)20250827151642NAL0019073378001

Harward & REES

Name: Harward & REES — Harward & REES Profit Sharing Plan, Form 5500 (2024)
Creator: Harward & REES
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harward & REES Profit Sharing Plan

401(k) retirement plan · Harward & REES' Harward & REES Profit Sharing Plan held $2.9M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Rachelle Williams signed Harward & REES' 2024 Form 5500 as plan administrator.

Rachelle Williams — 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

Harward & REES' EIN is 87-0473737.

EIN 87-0473737

Plan number 001

Plan year 2024

ACK ID 20250827151642NAL0019073378001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Harward & REES' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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