Plan Snapshot
- Plan Sponsor: Rinnai America Corporation
- Sponsor EIN: 952915596
- Sponsor Address: 103 INTERNATIONAL DRIVE, PEACHTREE CITY, GA, 30269
- Plan Type: 401(k)
- Total Participants: 519
- Total Assets: $36.4M
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 | 519 | $36.4M | $1.7M | $4.0M |
| 2023 | 584 | $29.6M | $1.5M | $4.1M |
| 2022 | 743 | $25.6M | $1.5M | $4.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $126,709 | — | $126,709 |
| RAYMOND JAMES FINANCIAL SERVICES | INVESTMENT ADVISORY | — | $45,509 | $45,509 |
| ERISA SERVICES INC | OTHER SERVICES | — | $14,473 | $14,473 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — INVESTMENT ADVISORY
- ERISA SERVICES INC — OTHER SERVICES
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,691
- Estimated Expense Ratio: 0.512% 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 | $126,709 | — | $126,709 | — | — |
| 2023 | $126,417 | — | $126,417 | — | — |
| 2022 | $68,680 | — | — | — | — |