Rees-Jones Holdings 401(k) match, vesting and fees
What Rees-Jones Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Brockway Gerbach Franklin & Neime (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 356 defined-contribution plans in mining, quarrying, and oil and gas extraction with 100 to 499 participants.
| Rees-Jones Holdings: employer contribution per participant | $4,875 | |
| Peer median | $3,000 |
| Rees-Jones Holdings: average balance | $178,115 | |
| Peer median | $70,698 |
| Rees-Jones Holdings: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $31M at the end of plan year 2022 to $35.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 215 | $35.1M | $960K | $4,875 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 232 | $32.3M | $588K | $2,828 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 248 | $31M | $1.2M | $5,497 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Rees-Jones Holdings match 401(k) contributions?
The match terms for the Rees-Jones Holdings LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $960K in employer contributions, about $4,875 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rees-Jones Holdings 401(k) match vested?
The vesting schedule for the Rees-Jones Holdings LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rees-Jones Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Rees-Jones Holdings LLC.
I left Rees-Jones Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rees-Jones Holdings LLC, (214) 265-9590) or the recordkeeper, Empower Annuity Insurance Company. The Rees-Jones Holdings old 401(k) page lists the contacts from every plan filing. Find an old Rees-Jones Holdings 401(k)
Data from the public Form 5500 annual reports Rees-Jones Holdings filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rees-Jones Holdings. Not financial advice. Report a correction · Methodology