Plan Snapshot
- Plan Sponsor: Reece Construction Company
- Sponsor EIN: 261922636
- Sponsor Address: P.O. BOX 1531, MARYSVILLE, WA, 98270
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 81 | $4.2M | $301,039 | $465,605 |
| 2023 | 63 | $3.5M | $259,276 | $341,060 |
| 2022 | 135 | $2.8M | $483,563 | $371,106 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $36,830 | — | $36,830 | — | — |
| 2023 | $34,679 | $8,394 | $23,585 | — | — |
| 2022 | — | — | — | — | — |