Plan Snapshot
- Plan Sponsor: Gem Rehab Pt Ot Slp PLLC
- Sponsor EIN: 472255364
- Sponsor Address: 190VETERANS DRIVE, NORTHVALE, NJ, 07647
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $113,836 | $347,610 |
| 2023 | 134 | $1.9M | $7,981 | $434,335 |
| 2022 | 195 | $1.7M | $74,782 | $432,827 |
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 |
|---|---|---|---|---|
| FRSCPA | Auditor | $8,747 | — | $8,747 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,747
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 | $20,010 | — | — | $8,747 | — |
| 2023 | $2,550 | — | — | — | — |
| 2022 | $1,159 | — | — | — | — |