Plan Snapshot
- Plan Sponsor: Community Rehab Associates, INC.
- Sponsor EIN: 593684604
- Sponsor Address: 3950 3RD STREET NORTH, SAINT PETERSBURG, FL, 33703
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $3.2M
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. |
|---|---|---|---|---|
| 2024 | 273 | $3.2M | $63,047 | $453,833 |
| 2023 | 236 | $2.5M | $63,645 | $446,925 |
| 2022 | 268 | $2.0M | $55,196 | $396,059 |
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 |
|---|---|---|---|---|
| KELLY PARTNERS (FRS) ATTEST SERV | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $20,313 | — | — | — | — |
| 2023 | $19,794 | — | — | — | — |
| 2022 | $23,573 | — | — | — | — |