# Commission On Accreditation Of Rehabilitation Facilities 403(b) Plan
Source: https://planprovider.pro/companies/commission-on-accreditation-of-rehabilitation-facilities-403b-plan

> Commission On Accreditation Of Rehabilitation Facilities's 403(b) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Commission On Accreditation Of Rehabilitation Facilities

- **Sponsor EIN:** 366149979

- **Sponsor Address:** 6951 E SOUTHPOINT ROAD, TUCSON, AZ, 857569407

- **Plan Type:** 403(b)

- **Total Participants:** 146

- **Total Assets:** $9.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2024|146|$9.7M|$0|$704,502|

| 2023|144|$8.4M|$0|$656,957|

| 2022|144|$6.8M|$0|$626,755|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$45,950|—|$45,950|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|—|$19,351|$19,351|

| REGIER CARR & MONROE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [REGIER CARR & MONROE, LLP](https://planprovider.pro/provider/regier-carr-and-monroe-llp-cpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $65,301

- **Estimated Expense Ratio:** 0.676% 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|$43,869|—|$43,869|—|—|

| 2023|$41,071|—|$41,071|—|—|

| 2022|$37,027|—|$37,027|—|—|

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