Plan Snapshot
- Plan Sponsor: Sunbelt Rentals, INC.
- Sponsor EIN: 580415192
- Sponsor Address: 1799 INNOVATION PT, FORT MILL, SC, 29715
- Plan Type: 401(k)
- Total Participants: 18,710
- Total Assets: $1.2B
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 | 18,710 | $1.2B | $36.2M | $110.9M |
| 2023 | 18,850 | $997.5M | $34.9M | $101.2M |
| 2022 | 15,413 | $778.7M | $28.6M | $84.7M |
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 | $1,589,054 | $124,941 | $1,713,995 |
| KESTRA INVESTMENT SERVICES LLC | OTHER SERVICES | — | $193,915 | $193,915 |
| GREERWALKERLLP LLP | ACCOUNTANT | $7,900 | $14,000 | $21,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — OTHER SERVICES
- GREERWALKERLLP LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,929,810
- Estimated Expense Ratio: 0.162% 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 | $1,596,914 | — | $1,589,055 | $7,859 | — |
| 2023 | $1,363,006 | — | $1,356,702 | — | — |
| 2022 | $1,259,344 | — | $1,245,845 | — | $13,499 |