Plan Snapshot
- Plan Sponsor: Rental Equipment Investment Corporation
- Sponsor EIN: 472175787
- Sponsor Address: 2414 HIGHWAY 2 EAST, KALISPELL, MT, 59901
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $8.7M
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 | 330 | $8.7M | $383,966 | $822,955 |
| 2023 | 322 | $7.3M | $385,465 | $824,047 |
| 2022 | 326 | $5.1M | $360,516 | $783,571 |
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 |
|---|---|---|---|---|
| JORDAHL & SLITER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JORDAHL & SLITER PLLC — 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 | $25,274 | $18,579 | $6,695 | — | — |
| 2023 | $20,420 | $16,725 | $3,695 | — | — |
| 2022 | $25,847 | $24,637 | $1,210 | — | — |