Plan Snapshot
- Plan Sponsor: Recreational Equipment, INC.
- Sponsor EIN: 910656890
- Sponsor Address: 1700 45TH ST. E., SUMNER, WA, 98352
- Plan Type: DC
- Total Participants: 13,880
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 13,880 | $1.0B | $21.1M | $50.8M |
| 2023 | 16,235 | $1.0B | $26.6M | $54.4M |
| 2022 | 17,505 | $840.8M | $23.2M | $51.1M |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | $31,300 | — | $31,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,300
- Estimated Expense Ratio: 0.003% 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 | $1,055,134 | $73,215 | $15,859 | $31,300 | — |
| 2023 | $1,057,039 | $166,500 | — | $29,070 | — |
| 2022 | $948,761 | $32,729 | — | — | $27,400 |