# Commission On Accreditation Of Rehabilitation Facilities DB Plan
Source: https://planprovider.pro/companies/commission-on-accreditation-of-rehabilitation-facilities-plan-001

> Commission On Accreditation Of Rehabilitation Facilities's DB plan: 119 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, 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](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:** $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|—|—|

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