Reinhart Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Reinhart Partners, LLC
  • Sponsor EIN: 391711628
  • Sponsor Address: 11090 NORTH WESTON DRIVE, MEQUON, WI, 53092
  • Plan Type: 401(k)
  • Total Participants: 18
  • Total Assets: $8.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202418$8.8M$125,927$323,739
202322$8.2M$134,157$345,888
202224$7.1M$130,063$354,089

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