Plan Snapshot
- Plan Sponsor: Health & Rehab Solutions, INC.
- Sponsor EIN: 455281410
- Sponsor Address: 690 N. MERIDIAN RD., SUITE 201, KALISPELL, MT, 59901
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $7.1M
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 | 224 | $7.1M | $365,754 | $612,999 |
| 2023 | 218 | $5.6M | $325,437 | $583,671 |
| 2022 | 225 | $3.9M | $294,743 | $579,034 |
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 |
|---|---|---|---|---|
| JCCS, PC | 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 | $43,026 | $24,418 | — | — | — |
| 2023 | $36,452 | $19,841 | — | — | — |
| 2022 | $28,371 | $17,936 | — | — | — |