# Encompass Health Corporation 401(k) Plan
Source: https://planprovider.pro/companies/encompass-health-corporation-401k-plan

> Encompass Health Corporation's 401(k) plan: 26,914 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [MORGAN STANLEY DOMESTIC HOLDIN](https://planprovider.pro/provider/morgan-stanley) — NONE

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/encompass-health-corporation-401k-plan)

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