Plan Ledger DOL Form 5500 · updated monthly

Rental Equipment Investment Corporation401(k)

RE INVESTMENTS 401(K) PLAN · KALISPELL, MT · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Rental Equipment Investment Corporation reported $25,274 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $1,164 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 0.49% to 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Montana (138th of 229), and 3,118th of 4,246 in wholesale trade. In 2024, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,606,839
Participants with balances169
Active participants330
Employer contributions$383,966
Employee contributions$822,955
Employer contribution per active participant$1,164
Average account balance$50,928
Benefits paid to participants$798,866
Plan auditUnmodified (clean) audit opinion
AuditorJORDAHL & SLITER PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 169 accts · $384K emplr
2023$7.2M · 179 accts · $385K emplr
2022$5.1M · 177 accts · $361K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,695
Investment management$18,579
Total administrative$25,274
The Rental Equipment Investment Corporation 401(k) match · 2024
Employer contribution per active participant$1,164
Median for plans this size$1,313
2024$1,164 per active participant
2023$1,197 per active participant
2022$1,106 per active participant

Rental Equipment Investment Corporation's 2024 employer contribution ran below the $1,313 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 · 20243
CAPITAL GROUP RETIREMENT PLAN SERV · Recordkeeping · Investment management$1,945
EDWARD JONES · Investment advisory (participants) · Investment advisory (plan)$18,680
PENSION PLAN SPECIALISTS PC · Accounting / audit · Actuarial$9,361

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT PLAN SERV
2023CAPITAL GROUP RETIREMENT PLAN SERV

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Administrative cost history3
2024$25,274 · 0.32%
2023$20,420 · 0.33%
2022$25,847 · 0.49%
Same employer
Similar plansWholesale Trade · Montana
Frontline AG Solutions LLC MT$13.3M · 0.02%
Lhc, Incorporated MT$13.0M · 0.55%
Blue Rock Products Co. MT$12.6M · 0.24%
Meateater, Inc. MT$7.1M · 0.07%
Don K Chevrolet MT$2.0M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472175787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.