Plan Snapshot
- Plan Sponsor: Rle Equipment, INC.
- Sponsor EIN: 232652494
- Sponsor Address: 457 N MAIN ST, PO BOX 249, MOSCOW, PA, 18444
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 120
- Total Assets: $154,089
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 120 | $154,089 | $0 | $0 |
| 2024 | 118 | $8,672 | $823,045 | $534,834 |
| 2023 | 118 | $48,048 | $691,270 | $500,795 |
| 2022 | 114 | $1,102 | $420,100 | $424,596 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $89,813 | — | $89,813 |
| HIGHMARK BCBS NEPA | Other Service Provider | $28,997 | — | $28,997 |
| REVIVEHEALTH, INC. | Other Service Provider | $17,888 | — | $17,888 |
| HIGHMARK BLUE SHIELD (CENTRAL) | Other Service Provider | $7,937 | — | $7,937 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,635
- Estimated Expense Ratio: 93.865% 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 |
|---|---|---|---|---|---|
| 2025 | $1,801,174 | — | — | — | — |
| 2024 | $1,594,616 | — | — | — | — |
| 2023 | $1,147,451 | — | — | — | — |
| 2022 | $962,398 | — | — | — | — |