Plan Snapshot
- Plan Sponsor: Encore Rehabilitation, INC.
- Sponsor EIN: 631225408
- Sponsor Address: 251 JOHNSTON ST SE, DECATUR, AL, 35601
- Plan Type: 401(k)
- Total Participants: 1,250
- Total Assets: $47.6M
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 | 1,250 | $47.6M | $231,939 | $2.9M |
| 2023 | 1,214 | $40.4M | $220,624 | $2.7M |
| 2022 | 1,305 | $33.0M | $204,483 | $2.4M |
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 |
|---|---|---|---|---|
| WEAR,HOWELL,STRICKLAND,QUINN & LAW | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $130,108 | $49,700 | $80,408 | — | — |
| 2023 | $107,879 | $42,301 | $65,578 | — | — |
| 2022 | $99,037 | $39,540 | $59,497 | — | — |