# Concept Rehab, INC. 401(k) Plan
Source: https://planprovider.pro/companies/concept-rehab-inc-401k-plan

> Concept Rehab, INC.'s 401(k) plan: 577 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [VENTURE VISIONARY PARTNERS LLC](https://planprovider.pro/provider/venture-visionary-partners) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WILLIAM VAUGHAN COMPANY](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Cora Health Services, INC.](https://planprovider.pro/companies/cora-health-services-inc-401k-plan) — 1,714 participants

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