Plan Snapshot
- Plan Sponsor: Healthcare Employee Services, LLC / Physical Rehabilitation Network
- Sponsor EIN: 330783516
- Sponsor Address: 2600 DALLAS PARKWAY, STE 290, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 2,418
- Total Assets: $46.3M
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 | 2,418 | $46.3M | $0 | $5.8M |
| 2023 | 2,257 | $39.8M | $0 | $5.3M |
| 2022 | 1,912 | $34.2M | $543,807 | $5.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $153,861 | — | $153,861 |
| MERCER (US) INC MERCER INVESTMENTS | INVESTMENT ADVISOR | $149,167 | — | $149,167 |
| CLIFTONLARSONALLENLLP(CLA) | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLENLLP(CLA) — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $303,028
- Estimated Expense Ratio: 0.654% 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 | $305,928 | $2,900 | — | — | — |
| 2023 | $203,750 | $505 | — | — | — |
| 2022 | $234,765 | — | — | — | — |