How big is William Scott REES DDS' plan?

William Scott REES DDS' plan reported $762K in assets and 6 participants for 2024.

Original filing (PDF)20250813180106NAL0026044194001

William Scott REES DDS

Name: William Scott REES DDS — William Scott REES DDS, Form 5500 (2024)
Creator: William Scott REES DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Scott REES DDS 401(k) Plan

401(k) retirement plan · William Scott REES DDS' William Scott REES DDS 401(k) Plan held $762K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$762K

Net assets (EOY)

$762K

People on this filing

SUZI MALU signed William Scott REES DDS' 2024 Form 5500 as plan administrator.

SUZI MALU — 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

William Scott REES DDS' EIN is 95-2960739.

EIN 95-2960739

Plan number 002

Plan year 2024

ACK ID 20250813180106NAL0026044194001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

William Scott REES DDS' 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 WILLIAM SCOTT REES DDS.

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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