# Sunbelt Rentals, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sunbelt-rentals-inc-401k-plan

> Sunbelt Rentals, INC.'s 401(k) plan: 18,710 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/christensen-group-financial-llc) — OTHER SERVICES

- [GREERWALKERLLP LLP](https://planprovider.pro/provider/greerwalker-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|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sunbelt-rentals-inc-401k-plan)

© 2026 PlanProvider.Pro