# Greenfield Rehabilitation Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/greenfield-rehabilitation-agency-inc-401k-plan

> Greenfield Rehabilitation Agency, INC.'s 401(k) plan: 364 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Greenfield Rehabilitation Agency, INC.

- **Sponsor EIN:** 391385825

- **Sponsor Address:** 3360 GATEWAY ROAD,, BROOKFIELD, WI, 530455115

- **Plan Type:** 401(k)

- **Total Participants:** 364

- **Total Assets:** $20.5M

## 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.|

| 2025|364|$20.5M|$0|$0|

| 2024|373|$17.2M|$0|$0|

| 2023|397|$15.1M|$0|$0|

## 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|

| JT AND ASSOCIATES, LLC|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|

| 2025|$132,098|$3,819|—|—|—|

| 2024|$110,807|$3,191|—|—|—|

| 2023|$100,077|$2,866|—|—|—|

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