401k Record

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RE Investment 401(k)

Administrative expenses excluding investment management, per participant · RE Investments 401(k) Plan · plan year 2024

$39.62

Higher than 27% of the 14,713 plans $1 to 10M that report it.

Source

= $6,695 / 169
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929171035NAL0005155891001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929171035NAL0005155891001, received 2025-09-29

10th: $13.66median $103.3390th: $302.77

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-29.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$149.55

10th: $19.42median $150.2790th: $370.75

Higher than 50% of the 15,210 plans $1 to 10M that report it.

Source

= $25,274 / 169
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929171035NAL0005155891001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929171035NAL0005155891001, received 2025-09-29

Administrative expenses as a share of assets

0.289%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 29% of the 15,243 plans $1 to 10M that report it.

Source

= $25,274 / $8,735,224
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929171035NAL0005155891001, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929171035NAL0005155891001, received 2025-09-29

Employer contributions per participant

$2,272

10th: $357median $1,32390th: $2,861

Higher than 80% of the 13,342 plans $1 to 10M that report it.

Source

= $383,966 / 169
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929171035NAL0005155891001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929171035NAL0005155891001, received 2025-09-29

Employer share of total contributions

31.8%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 60% of the 13,370 plans $1 to 10M that report it.

Source

= $383,966 / $1,206,921
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929171035NAL0005155891001, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929171035NAL0005155891001, received 2025-09-29

Plan terms, as stated in RE Investment Co LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2E profit-sharing · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929171035NAL0005155891001, received 2025-09-29

Full record, RE Investments 401(k) Plan

FieldValueSource
Plan sponsorRENTAL EQUIPMENT INVESTMENT CORPORATIONForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929171035NAL0005155891001, received 2025-09-29
Plan nameRE INVESTMENTS 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250929171035NAL0005155891001, received 2025-09-29
Sponsor EIN / plan number47-2175787 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929171035NAL0005155891001, received 2025-09-29
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929171035NAL0005155891001, received 2025-09-29
Sponsor locationKALISPELL, MTForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929171035NAL0005155891001, received 2025-09-29
Industry (business code)423800, Wholesale tradeForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929171035NAL0005155891001, received 2025-09-29
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929171035NAL0005155891001, received 2025-09-29
Filing received2025-09-29Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929171035NAL0005155891001, received 2025-09-29
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929171035NAL0005155891001, received 2025-09-29
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250929171035NAL0005155891001, received 2025-09-29
Participants, beginning of year381Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929171035NAL0005155891001, received 2025-09-29
Active participants330Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929171035NAL0005155891001, received 2025-09-29
Participants, end of year378Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929171035NAL0005155891001, received 2025-09-29
Participants with an account balance169Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929171035NAL0005155891001, received 2025-09-29
Total assets, beginning of year$7,283,714Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929171035NAL0005155891001, received 2025-09-29
Total assets, end of year$8,735,224Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929171035NAL0005155891001, received 2025-09-29
Net assets, end of year$8,606,839Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929171035NAL0005155891001, received 2025-09-29
Total income$2,303,916Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929171035NAL0005155891001, received 2025-09-29
Net income$1,362,794Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929171035NAL0005155891001, received 2025-09-29
Employer contributions$383,966Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929171035NAL0005155891001, received 2025-09-29
Participant contributions$822,955Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929171035NAL0005155891001, received 2025-09-29
Total contributions$1,206,921Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929171035NAL0005155891001, received 2025-09-29
Benefit payments$798,866Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929171035NAL0005155891001, received 2025-09-29
Total expenses (incl. benefit payments)$941,122Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929171035NAL0005155891001, received 2025-09-29
Total administrative expenses$25,274Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929171035NAL0005155891001, received 2025-09-29
Contract administrator fees$6,695Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250929171035NAL0005155891001, received 2025-09-29
Investment advisory and management fees$18,579Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250929171035NAL0005155891001, received 2025-09-29
Administrative expenses excluding investment management$6,695derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929171035NAL0005155891001, received 2025-09-29
Held in mutual funds$8,660,741Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929171035NAL0005155891001, received 2025-09-29
Independent auditorJORDAHL & SLITER PLLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929171035NAL0005155891001, received 2025-09-29

Position = column in the DOL layout for form year 2024. Filing 20250929171035NAL0005155891001, received 2025-09-29.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EDWARD JONESINVESTMENT ADVISOR 26 Investment advisory (participants); 27 Investment advisory (plan); 28 Investment management; 17 Consulting (pension) $18,680no
PENSION PLAN SPECIALISTS PCTPA 10 Accounting (including auditing); 11 Actuarial; 17 Consulting (pension) $9,361yes
CAPITAL GROUP RETIREMENT PLAN SERVrecordkeeperRECORDKEEPER 15 Recordkeeping and information management; 28 Investment management; 37 Participant loan processing; 63 Distribution (12b-1) fees; 65 Account maintenance fees $1,945yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250929171035NAL0005155891001, received 2025-09-29.

What changed since the 2023 plan year

Figure20232024Change
Total assets$7,283,714$8,735,22419.9%
Participants with a balance179169-5.6%
Administrative expenses$20,420$25,27423.8%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$385,465$383,966-0.4%

Prior filing 20241001135955NAL0003350627001, received 2024-10-01; the plan years are contiguous.

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Sponsor name as filed: RENTAL EQUIPMENT INVESTMENT CORPORATION; SEC registrant: RE Investment Co LLC (CIK 1633271, matched by EIN).