Plan Ledger DOL Form 5500 · updated monthly

Rightline Equipment, Inc.401(k)

RIGHTLINE EQUIPMENT, INC. 401(K) PLAN · RAINIER, OR · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Rightline Equipment, Inc. reported $16,481 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,551 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 rose from 0.03% to 0.13%. 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 457th-largest of 1,021 plans among Oregon employers on file, and the 891st of 2,096 in real estate & leasing. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has grown from 243 to 285 since 2022.

Plan summary
Net assets, end of year$14,003,251
Participants with balances197
Active participants285
Employer contributions$442,039
Employee contributions$972,737
Employer contribution per active participant$1,551
Average account balance$71,082
Benefits paid to participants$396,872
Plan auditUnmodified (clean) audit opinion
AuditorHOWELL STRACZEK LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 197 accts · $442K emplr
2023$11.6M · 210 accts · $405K emplr
2022$10.0M · 202 accts · $372K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,331
Total administrative$16,481
The Rightline Equipment, Inc. 401(k) match · 2024
Employer contribution per active participant$1,551
Median for plans this size$2,416
2024$1,551 per active participant
2023$1,541 per active participant
2022$1,531 per active participant

Rightline Equipment, Inc.'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 · 20243
PENSION PLAN SPECIALISTS, PC · Recordkeeping · Loan processing$5,150
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$11,331
INVESTMENT DESIGN MANAGEMENT LLCindirect comp

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

Recordkeeper by year2
2024PENSION PLAN SPECIALISTS, PC
2023PENSION PLAN SPECIALISTS, PC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,481 · 0.13%
2023$5,000 · 0.05%
2022$2,900 · 0.03%
Same employer
Similar plansReal Estate & Leasing · Oregon
Schnitzer Investment Corp. OR$45.1M · 0.17%
Updater Inc. OR$13.5M · 0.25%
Allegiant Partners, Inc. OR$13.1M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930619730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.