Plan Snapshot
- Plan Sponsor: 21st Century Rehab, PC
- Sponsor EIN: 421440601
- Sponsor Address: POST OFFICE BOX 461, NEVADA, IA, 50201
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 136
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 136 | $18.8M | $0 | $0 |
| 2024 | 114 | $15.8M | $482,180 | $716,882 |
| 2023 | 114 | $12.8M | $485,598 | $745,464 |
| 2022 | 108 | $10.4M | $327,212 | $548,118 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WEST FINANCIAL ADVISORS, LLC | Other Service Provider | $83,243 | — | $83,243 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,243
- Estimated Expense Ratio: 0.443% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $1,015,744 | $83,243 | $1,308 | — | — |
| 2024 | $176,448 | — | — | — | — |
| 2023 | $822,525 | — | — | — | — |
| 2022 | $653,265 | — | — | — | — |