Plan Snapshot
- Plan Sponsor: Concept Rehab, INC.
- Sponsor EIN: 341411603
- Sponsor Address: 6591 W CENTRAL AVE, TOLEDO, OH, 43617
- Plan Type: 401(k)
- Total Participants: 577
- Total Assets: $31.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 577 | $31.8M | $189,160 | $2.0M |
| 2023 | 546 | $29.1M | $169,741 | $1.7M |
| 2022 | 499 | $25.2M | $122,597 | $1.6M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $65,506 | $2,227 | $67,733 |
| VENTURE VISIONARY PARTNERS LLC | NONE | $39,068 | — | $39,068 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $11,258 | $11,258 |
| WILLIAM VAUGHAN COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- VENTURE VISIONARY PARTNERS LLC — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- WILLIAM VAUGHAN COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,059
- Estimated Expense Ratio: 0.372% 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 | $104,614 | $39,068 | $65,546 | — | — |
| 2023 | $92,722 | $39,047 | $53,675 | — | — |
| 2022 | $94,348 | — | $94,348 | — | — |