Plan Snapshot
- Plan Sponsor: Fox Management Rehabilitation Services LLC
- Sponsor EIN: 833020179
- Sponsor Address: 7 CARNEGIE PLAZA, CHERRY HILL, NJ, 08003
- Plan Type: 401(k)
- Total Participants: 3,489
- Total Assets: $122.1M
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 | 3,489 | $122.1M | $382,832 | $13.4M |
| 2023 | 2,809 | $100.5M | $865,061 | $11.6M |
| 2022 | 2,734 | $79.0M | $1.4M | $10.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | RECORDKEEPER | $179,337 | — | $179,337 |
| USI ADVISORS INC | ADVISOR | $65,000 | — | $65,000 |
| CBIZ CPAS P.C. | AUDITOR | $49,875 | — | $49,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $294,212
- Estimated Expense Ratio: 0.241% 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 | $295,806 | $66,594 | — | $49,875 | — |
| 2023 | $237,550 | $60,750 | — | $35,280 | — |
| 2022 | $176,193 | $48,000 | — | — | — |