Plan Snapshot
- Plan Sponsor: Interface Rehab, INC.
- Sponsor EIN: 330687103
- Sponsor Address: 774 S. PLACENTIA AVE, PLACENTIA, CA, 92870
- Plan Type: 401(k)
- Total Participants: 1,167
- Total Assets: $47.8M
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 | 1,167 | $47.8M | $324,358 | $3.6M |
| 2023 | 993 | $41.2M | $364,868 | $3.4M |
| 2022 | 1,020 | $32.4M | $323,664 | $3.4M |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | PLAN ADMINISTRATOR | $122,854 | — | $122,854 |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $44,134 | — | $44,134 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,988
- Estimated Expense Ratio: 0.350% 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 | $166,988 | — | $7,699 | — | — |
| 2023 | $142,547 | $40,659 | $7,428 | — | — |
| 2022 | $152,495 | — | — | — | — |