# Rees-Jones Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/rees-jones-holdings-llc-401k-plan

> Rees-Jones Holdings LLC's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rees-Jones Holdings LLC

- **Sponsor EIN:** 463556054

- **Sponsor Address:** 8111 WESTCHESTER DRIVE, DALLAS, TX, 75225

- **Plan Type:** 401(k)

- **Total Participants:** 139

- **Total Assets:** $35.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|139|$35.1M|$960,439|$1.3M|

| 2023|148|$32.3M|$588,190|$1.2M|

| 2022|142|$31.0M|$1.2M|$2.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$121,411|—|$121,411|

| NOVA 401(K) ASSOCIATES|CONTRACT ADMIN|$250|$26,804|$27,054|

| MML INVESTORS SERVICES INC|BROKER/ADVISER|—|$19,024|$19,024|

| BROCKWAY GERBACH FRANKLIN & NEIME|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MML INVESTORS SERVICES INC](https://planprovider.pro/provider/mml-investors-services-llc) — BROKER/ADVISER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $167,489

- **Estimated Expense Ratio:** 0.477% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$107,376|—|$107,376|—|—|

| 2023|$97,227|—|—|—|—|

| 2022|$143,138|—|$143,138|—|—|

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