Plan Snapshot
- Plan Sponsor: Riekes Equipment Company
- Sponsor EIN: 470669023
- Sponsor Address: 6703 L STREET, OMAHA, NE, 68117
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 223 | $21.0M | $733,103 | $1.1M |
| 2023 | 204 | $19.1M | $573,572 | $963,666 |
| 2022 | 195 | $16.1M | $607,094 | $971,794 |
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 |
|---|---|---|---|---|
| MCMILLEN DOVALI CO. PC, | Auditor | — | — | $0 |
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 | $78,073 | $63,949 | $14,124 | — | — |
| 2023 | $78,776 | $56,525 | $5,475 | $16,776 | — |
| 2022 | $76,682 | $53,729 | $6,800 | — | $16,153 |