# Rees Scientific LLC 401(k) Plan
Source: https://planprovider.pro/companies/rees-scientific-llc-222434270-001

> Rees Scientific LLC's 401(k) plan: 214 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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