AUMdb

Re Investments 401(k) Plan

Sponsored by Rental Equipment Investment Corporation · EIN 472175787 · Plan #001

Total assets
$8.7M
Net assets
$8.6M
Active participants
330
With balances
169

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward Jones Investment advisory (participants), Investment advisory (plan), Investment management $18,680
Pension Plan Specialists Pc Accounting, Actuarial, Consulting (pension) $9,361
Capital Group Retirement Plan Serv Recordkeeping, Investment management, Participant loan processing $1,945