Plan Snapshot
- Plan Sponsor: Reinders, INC.
- Sponsor EIN: 390762349
- Sponsor Address: W227 N6225 SUSSEX ROAD, SUSSEX, WI, 53089
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $30.9M
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 | 270 | $30.9M | $528,682 | $1.7M |
| 2023 | 255 | $25.7M | $467,609 | $1.5M |
| 2022 | 246 | $20.8M | $353,410 | $1.1M |
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 |
|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | Investment Advisor | $66,328 | — | $66,328 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $15,102 | — | $15,102 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $13,178 | — | $13,178 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,608
- Estimated Expense Ratio: 0.306% 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 | $94,608 | $81,430 | — | — | — |
| 2023 | $78,034 | $57,051 | — | — | — |
| 2022 | $53,027 | $37,171 | $15,856 | — | — |