Plan Snapshot
- Plan Sponsor: Rebo Lighting & Electronics, LLC
- Sponsor EIN: 823216826
- Sponsor Address: 325 SEWELL DR, SPARTA, TN, 385831216
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $7.1M
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 | 158 | $7.1M | $411,270 | $749,480 |
| 2023 | 166 | $7.7M | $424,336 | $773,580 |
| 2022 | 125 | $6.4M | $263,759 | $553,191 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $30,376 | — | $30,376 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,376
- Estimated Expense Ratio: 0.428% 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 |
|---|---|---|---|---|---|
| 2024 | $30,376 | — | — | $30,376 | — |
| 2023 | $43,523 | — | — | $43,523 | — |
| 2022 | $24,157 | — | — | — | — |