Plan Snapshot
- Plan Sponsor: Reece Supply Company, INC.
- Sponsor EIN: 750783034
- Sponsor Address: 3820 VALLEY VIEW LANE, IRVING, TX, 750622418
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 189 | $13.8M | $200,010 | $724,245 |
| 2023 | 153 | $12.1M | $303,231 | $675,942 |
| 2022 | 184 | $10.1M | $375,514 | $633,648 |
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 |
|---|---|---|---|---|
| MELTON & MELTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELTON & MELTON, LLP — Auditor
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 | $73,708 | $64,675 | — | — | — |
| 2023 | $64,381 | $55,013 | — | — | — |
| 2022 | $60,085 | $45,192 | $6,242 | — | $8,623 |