Plan Snapshot
- Plan Sponsor: Reineke Family Dealerships, INC.
- Sponsor EIN: 263717042
- Sponsor Address: 1360 GREELY CHAPEL ROAD, LIMA, OH, 45804
- Plan Type: DC
- Total Participants: 346
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 346 | $19.6M | $161,113 | $1.6M |
| 2023 | 398 | $16.0M | $149,292 | $1.5M |
| 2022 | 359 | $12.6M | $146,524 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP. LLC | RECORDKEEPER | $52,487 | — | $52,487 |
| LPL FINANCIAL | INVESTMENT ADVISOR | $51,477 | — | $51,477 |
| PENTEGRA SERVICES, INC | CONTRACT ADM | $43,063 | — | $43,063 |
| FRUTH & COMPANY, PLL CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL — INVESTMENT ADVISOR
- PENTEGRA SERVICES, INC — CONTRACT ADM
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,027
- Estimated Expense Ratio: 0.749% 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 | $137,166 | — | — | — | — |
| 2023 | $110,228 | — | — | — | — |
| 2022 | $109,517 | $109,517 | — | — | — |