OpenERISA

Rees Wealth Management LLC

Sarasota, FL, 342366783

EIN 85-3196869
Plans
1
Total participants
2
Filing years
2024
NAICS
541990
Plan sponsors in FloridaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Rees Wealth Management LLC 401(K) Profit Sharing Plan & Trust2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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