Plan Ledger DOL Form 5500 · updated monthly

Investco L.L.C401(k)

RAINIER TRUST 401(K) RETIREMENT PLAN · SUMNER, WA · plan year 2024

Reported admin expense ratio · 2024
0.42%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Investco L.L.C reported $198,834 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,838 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.45% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 327th-largest of 1,714 plans among Washington employers on file, and the 273rd of 2,096 in real estate & leasing. In 2024, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,489,228
Participants with balances1,073
Active participants842
Employer contributions$1,547,329
Employee contributions$4,119,728
Employer contribution per active participant$1,838
Average account balance$48,918
Benefits paid to participants$4,144,865
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.5M · 1,073 accts · $1.5M emplr
2023$43.0M · 995 accts · $1.4M emplr
2022$33.5M · 945 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,804
Investment management$88,630
Audit (IQPA)$16,400
Total administrative$198,834
The Investco L.L.C 401(k) match · 2024
Employer contribution per active participant$1,838
Median for plans this size$2,416
2024$1,838 per active participant
2023$1,837 per active participant
2022$1,720 per active participant

Investco L.L.C's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$94,044
NFP RETIREMENT INC · Investment advisory (plan)$67,006
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$21,624
CBIZ CPAS P.C. · Accounting / audit$16,400

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$198,834 · 0.42%
2023$163,086 · 0.43%
2022$163,127 · 0.45%
Similar plansReal Estate & Leasing · Washington
Holland Residential, LLC WA$68.7M · 0.17%
Unico Properties LLC WA$62.6M · 0.25%
Exp World Holdings, Inc. WA$51.8M · 0.47%
Star Industries, Inc. WA$42.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843870453 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.