Plan Snapshot
- Plan Sponsor: Rei Holding Company
- Sponsor EIN: 454174234
- Sponsor Address: 2910 KERRY FOREST DRIVE, D4-1, TALLAHASSEE, FL, 32309
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 273 | $10.8M | $438,460 | $858,909 |
| 2023 | 274 | $9.2M | $374,567 | $732,958 |
| 2022 | 224 | $7.7M | $359,840 | $684,397 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $93,060 | $22,148 | $30,017 | — | — |
| 2023 | $79,778 | $33,654 | $25,440 | — | — |
| 2022 | $82,278 | $25,443 | $33,266 | — | — |