Plan Snapshot
- Plan Sponsor: Encompass Health Corporation
- Sponsor EIN: 630860407
- Sponsor Address: 9001 LIBERTY PARKWAY, BIRMINGHAM, AL, 35242
- Plan Type: 401(k)
- Total Participants: 26,914
- Total Assets: $1.7B
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 | 26,914 | $1.7B | $32.2M | $108.6M |
| 2023 | 26,588 | $1.5B | $29.3M | $97.0M |
| 2022 | 24,083 | $1.2B | $27.1M | $88.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $1,108,655 | — | $1,108,655 |
| MORGAN STANLEY DOMESTIC HOLDIN | NONE | $60,000 | — | $60,000 |
| WARREN AVERETT, LLC | NONE | $26,000 | — | $26,000 |
| WARREN, AVERETT, LLC | Auditor | $26,000 | — | $26,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- MORGAN STANLEY DOMESTIC HOLDIN — NONE
- WARREN AVERETT, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,220,655
- Estimated Expense Ratio: 0.071% 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 | $1,195,238 | $434,072 | — | $26,000 | — |
| 2023 | $1,011,819 | $303,506 | $25,500 | — | — |
| 2022 | $1,139,574 | $56,250 | — | — | $23,500 |