Plan Snapshot
- Plan Sponsor: Rightline Equipment, INC.
- Sponsor EIN: 930619730
- Sponsor Address: P. O. BOX 130, RAINIER, OR, 97048
- Plan Type: 401(k)
- Total Participants: 285
- Total Assets: $14.0M
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 | 285 | $14.0M | $442,039 | $972,737 |
| 2023 | 263 | $11.6M | $405,180 | $888,974 |
| 2022 | 243 | $10.0M | $372,077 | $810,715 |
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 |
|---|---|---|---|---|
| HOWELL STRACZEK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOWELL STRACZEK LLC — 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 | $16,481 | — | $11,331 | — | — |
| 2023 | $5,000 | — | $950 | — | — |
| 2022 | $2,900 | — | $800 | — | — |