Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
REES ASSOCIATES, INC.
EIN 73-0992452Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$12.9M assets
Welfare
0
Participants
159
9211 LAKE HEFNER PKWY, SUITE 300 - OKLAHOMA CITY, OK 73120405-942-7337
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.9M assets / 159 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
REES ASSOCIATES 401(K) PLAN
401k
Assets$10.2M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
REES ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.7M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | REES ASSOCIATES 401(K) PLAN | 401k | $10.2M | 92 | 2024 | |
| 002 | REES ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.7M | 67 | 2024 |
Retirement plans