Plan Snapshot
- Plan Sponsor: The Reinalt-Thomas Corporation
- Sponsor EIN: 381889682
- Sponsor Address: 20225 N SCOTTSDALE RD, SCOTTSDALE, AZ, 85225
- Plan Type: 401(k)
- Total Participants: 15,665
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 15,665 | $1.4B | $54.1M | $66.5M |
| 2023 | 13,865 | $1.2B | $50.8M | $61.1M |
| 2022 | 12,125 | $994.0M | $41.4M | $51.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | NONE | $918,036 | — | $918,036 |
| MORGAN STANLEY | NONE | $60,000 | — | $60,000 |
| FENNEMORE CRAIG | NONE | $14,770 | — | $14,770 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $992,806
- Estimated Expense Ratio: 0.071% 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 | $996,106 | $60,000 | — | — | — |
| 2023 | $930,717 | $60,000 | — | $32,550 | — |
| 2022 | $895,532 | $60,000 | — | — | $70,939 |