# Rightline Equipment, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rightline-equipment-inc-401k-plan

> Rightline Equipment, INC.&#39;s 401(k) plan: 285 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| INVESTMENT DESIGN MANAGEMENT LLC|SERVICE PROVIDER|—|$45,850|$45,850|

| VOYA RETIREMENT INSURANCE & ANNUITY|RECORDKEEPER|$11,331|$36|$11,367|

| PENSION PLAN SPECIALISTS, PC|TPA|$5,150|$5,902|$11,052|

| HOWELL STRACZEK LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HOWELL STRACZEK LLC](https://planprovider.pro/provider/howell-straczek-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,269

- **Estimated Expense Ratio:** 0.486% 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|$16,481|—|$11,331|—|—|

| 2023|$5,000|—|$950|—|—|

| 2022|$2,900|—|$800|—|—|

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