Plan Snapshot
- Plan Sponsor: Encore Rehabilitation Services
- Sponsor EIN: 208215706
- Sponsor Address: 33533 W 12 MILE ROAD SUITE #290, FARMINGTION HILLS, MI, 483315635
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 1,305 | $47.6M | $352,187 | $2.7M |
| 2022 | 1,934 | $47.2M | $485,303 | $4.3M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $339,802 | — | $339,802 |
| GREGORY J. SCHWARTZ & CO., INC. | CONSULTANT | $172,426 | — | $172,426 |
| PLANTE & MORAN, PLLC | ACCOUNTANT | $64,100 | — | $64,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- PLANTE & MORAN, PLLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $576,328
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 | $111,805 | — | — | — | — |
| 2023 | $288,164 | $263,650 | — | — | — |
| 2022 | $289,138 | — | — | — | — |