# Rental Equipment Investment Corporation 401(k) Plan
Source: https://planprovider.pro/companies/rental-equipment-investment-corporation-401k-plan

> Rental Equipment Investment Corporation's 401(k) plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EDWARD JONES|INVESTMENT ADVISOR|$18,680|—|$18,680|

| PENSION PLAN SPECIALISTS PC|TPA|$9,361|—|$9,361|

| JORDAHL & SLITER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JORDAHL & SLITER PLLC](https://planprovider.pro/provider/jordahl-and-sliter-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,041

- **Estimated Expense Ratio:** 0.321% 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|$25,274|$18,579|$6,695|—|—|

| 2023|$20,420|$16,725|$3,695|—|—|

| 2022|$25,847|$24,637|$1,210|—|—|

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