# New Summit Rehabilitation And Health, LLC 401(k) Plan
Source: https://planprovider.pro/companies/healthbridge-of-arlington-heights-llc-401k-plan

> New Summit Rehabilitation And Health, LLC's 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Summit Rehabilitation And Health, LLC

- **Sponsor EIN:** 473446479

- **Sponsor Address:** 1200 N ARLINGTON HEIGHTS RD, ARLINGTON HEIGHTS, IL, 60004

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

- **Total Participants:** 89

- **Total Assets:** $1.3M

## 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|89|$1.3M|$0|$169,039|

| 2023|97|$1.4M|$0|$229,393|

| 2022|93|$1.2M|$0|$293,137|

## 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|

| CASSEL PLAN AUDITS|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|$31,047|$7,154|—|—|—|

| 2023|$30,532|$7,682|—|—|—|

| 2022|$27,414|$7,831|$19,583|—|—|

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