Plan Snapshot
- Plan Sponsor: Easter Seals Rehabilitation Center, INC.
- Sponsor EIN: 351087526
- Sponsor Address: 3701 BELLEMEADE AVE, EVANSVILLE, IN, 477140137
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $12.3M
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 | 217 | $12.3M | $88,569 | $583,518 |
| 2023 | 215 | $11.4M | $96,607 | $511,709 |
| 2022 | 242 | $10.4M | $110,057 | $517,424 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | RECORD KEEPER | $5,626 | — | $5,626 |
| KEMPER CPA GROUP LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KEMPER CPA GROUP LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,626
- Estimated Expense Ratio: 0.046% 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 | $5,626 | — | — | — | — |
| 2023 | $2,257 | — | — | — | — |
| 2022 | $2,367 | — | — | — | — |