Plan5500

Rainier Trust 401(K) Retirement Plan — Form 5500 plan (Investco L.L.C)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rainier Trust 401(K) Retirement Plan is a benefit plan reported by Investco L.L.C under EIN 84-3870453 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,029 participants and $43,011,922 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Investco L.L.C
EIN
84-3870453
Plan number
001
Plan type
2
Location
Sumner, WA
Latest filing year
2023
Participants
1,029
End-of-year plan assets
$43,011,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,029H, C20241009100025NAL0018131873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,011,922
Total liabilities (EOY)
$0
Net assets (EOY)
$43,011,922
Net assets (BOY)
$33,457,689

Income & contributions

Employer contributions
$1,438,653
Participant contributions
$3,886,407
Total contributions
$6,213,997
Total income / additions
$13,729,166

Expenses & distributions

Benefits paid
$4,011,444
Administrative expenses
$163,086
Total expenses
$4,174,933
Net increase / (decrease)
$9,554,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$74,297$02023
Nfp Retirement IncADVISOR$53,046not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$18,073not reported in the loaded dataset2023
Dp&CACCOUNTANT/AUDITOR$17,750not reported in the loaded dataset2023

Related Form 5500 pages