Plan Snapshot
- Plan Sponsor: Airrosti Rehab Centers LLC.
- Sponsor EIN: 261455666
- Sponsor Address: 111 TOWER DRIVE, SAN ANTIONIO, TX, 78232
- Plan Type: 401(k)
- Total Participants: 663
- Total Assets: $37.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 663 | $37.6M | $504,878 | $3.6M |
| 2023 | 620 | $30.8M | $534,981 | $3.3M |
| 2022 | 692 | $24.0M | $527,122 | $3.1M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $171,683 | — | $171,683 |
| HILL COUNTRY RETIREMENT SOLUTIONS | INVESTMENT ADVISORY | $100,922 | — | $100,922 |
| MORNINGSTAR | INVESTMENT ADVISORY | $5,706 | — | $5,706 |
| PEGGY S. EDGE, CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- MORNINGSTAR — INVESTMENT ADVISORY
- PEGGY S. EDGE, CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $278,311
- Estimated Expense Ratio: 0.740% 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 |
|---|---|---|---|---|---|
| 2024 | $278,311 | $100,922 | $177,389 | — | — |
| 2023 | $224,413 | $78,845 | $145,568 | — | — |
| 2022 | $209,221 | $72,112 | $137,109 | — | — |