Plan Snapshot
- Plan Sponsor: Commission On Accreditation Of Rehabilitation Facilities
- Sponsor EIN: 366149979
- Sponsor Address: 6951 E. SOUTHPOINT, TUCSON, AZ, 85756
- Plan Type: DB
- Total Participants: 119
- Total Assets: $29.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 119 | $29.7M | $1.5M | $0 |
| 2023 | 111 | $26.7M | $628,989 | $0 |
| 2022 | 105 | $23.4M | $824,856 | $0 |
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 | $95,892 | — | $95,892 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISORY | — | $62,703 | $62,703 |
| 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 — INVESTMENT ADVISORY
- REGIER, CARR & MONROE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,595
- Estimated Expense Ratio: 0.533% 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 | $95,892 | — | $95,892 | — | — |
| 2023 | $88,542 | — | $88,542 | — | — |
| 2022 | $88,692 | — | $88,692 | — | — |