Plan Snapshot
- Plan Sponsor: Rees Scientific LLC
- Sponsor EIN: 222434270
- Sponsor Address: 1007 WHITEHEAD ROAD, TRENTON, NJ, 086382405
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 214
- Total Assets: $8.4M
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. |
|---|---|---|---|---|
| 2025 | 214 | $8.4M | $0 | $0 |
| 2024 | 195 | $8.4M | $353,434 | $716,633 |
| 2023 | 165 | $8.4M | $259,938 | $562,902 |
| 2022 | 140 | $7.4M | $210,809 | $456,949 |
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 |
|---|---|---|---|---|
| STALKER & ASSOCIATES, INC. | Other Service Provider | $5,563 | $4,171 | $9,734 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,734
- Estimated Expense Ratio: 0.116% 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 |
|---|---|---|---|---|---|
| 2025 | $2,486,855 | — | — | — | — |
| 2024 | $2,150,030 | — | — | — | — |
| 2023 | $1,034,169 | — | — | — | — |
| 2022 | $3,567 | — | — | — | $3,567 |