Plan Snapshot
- Plan Sponsor: R H Reny INC
- Sponsor EIN: 010206036
- Sponsor Address: 731 ROUTE 1, NEWCASTLE, ME, 045533923
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 307 | $9.5M | $108,776 | $621,460 |
| 2023 | 296 | $8.2M | $102,643 | $588,903 |
| 2022 | 295 | $6.8M | $95,297 | $555,919 |
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 |
|---|---|---|---|---|
| WILLIAM M. BREWER CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $38,401 | $21,892 | $16,509 | — | — |
| 2023 | $31,771 | $18,095 | $13,676 | — | — |
| 2022 | $29,440 | $17,571 | $11,869 | — | — |