Plan Snapshot
- Plan Sponsor: Huntsville Rehabilitation Foundation, INC.
- Sponsor EIN: 237450941
- Sponsor Address: 2939 JOHNSON RD, SW, HUNTSVILLE, AL, 35805
- Plan Type: 401(k)
- Total Participants: 815
- Total Assets: $2.5M
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. |
|---|---|---|---|---|
| 2024 | 815 | $2.5M | $176,695 | $397,753 |
| 2023 | 763 | $2.1M | $161,334 | $333,420 |
| 2022 | 689 | $1.5M | $145,896 | $328,559 |
| 2019 | 760 | $192,666 | $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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $12,548 | — | $12,548 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,548
- Estimated Expense Ratio: 0.507% 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 | $17,209 | $4,661 | $12,548 | — | — |
| 2023 | $12,067 | $111 | $11,956 | — | — |
| 2022 | $1,722 | $1,722 | — | — | — |
| 2019 | $150 | — | — | — | — |