Recreational Equipment, Inc. Retirement And Profit Sharing Plan — Form 5500 plan (Recreational Equipment, Inc.)

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, Recreational Equipment, Inc. Retirement And Profit Sharing Plan is a benefit plan reported by Recreational Equipment, Inc. under EIN 91-0656890 and plan number 001. The latest loaded filing year is 2023. The filing reports 24,455 participants and $1,020,184,239 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Recreational Equipment, Inc.
EIN
91-0656890
Plan number
001
Plan type
2
Location
Sumner, WA
Latest filing year
2023
Participants
24,455
End-of-year plan assets
$1,020,184,239

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202324,455H, C20241007171400NAL0007808131002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,020,184,239
Net assets (EOY)
$1,020,184,239
Net assets (BOY)
$840,842,468

Income & contributions

Employer contributions
$26,578,457
Participant contributions
$54,375,710
Total contributions
$86,306,656
Total income / additions
$244,546,104

Expenses & distributions

Benefits paid
$64,123,809
Administrative expenses
$1,057,039
Total expenses
$65,204,333
Net increase / (decrease)
$179,341,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$907,734not reported in the loaded dataset2023
Marsh And Mclennan Companies,NONE$67,559not reported in the loaded dataset2023
Clark Nuber PsNONE$29,070not reported in the loaded dataset2023
Fisher InvestmentsNONE$18,860not reported in the loaded dataset2023
Empirical Financial Services LNONE$13,038not reported in the loaded dataset2023
Mainsail Financial Group LLCNONE$6,112not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$981$02023

Related Form 5500 pages