Sunbelt Rentals 401(k) match, vesting and fees
What Sunbelt Rentals' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Greerwalker LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 12 defined-contribution plans in real estate and rental and leasing with 10,000 to 49,999 participants.
| Sunbelt Rentals: employer contribution per participant | $1,868 | |
| Peer median | $1,644 |
| Sunbelt Rentals: average balance | $61,570 | |
| Peer median | $61,643 |
| Sunbelt Rentals: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $841M at the end of plan year 2021 to $1.2B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 21,188 | $1.2B | $36.2M | $1,868 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 21,010 | $997M | $34.9M | $1,801 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 17,582 | $779M | $28.6M | $1,709 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 15,380 | $841M | $23.7M | $1,631 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Sunbelt Rentals match 401(k) contributions?
The match terms for the Sunbelt Rentals, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $36.2M in employer contributions, about $1,868 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sunbelt Rentals 401(k) match vested?
The vesting schedule for the Sunbelt Rentals, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sunbelt Rentals 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Sunbelt Rentals, Inc..
I left Sunbelt Rentals. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sunbelt Rentals, Inc., (803) 578-5812) or the recordkeeper, Principal Life Insurance Company. The Sunbelt Rentals old 401(k) page lists the contacts from every plan filing. Find an old Sunbelt Rentals 401(k)
Data from the public Form 5500 annual reports Sunbelt Rentals filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sunbelt Rentals. Not financial advice. Report a correction · Methodology