# Interface Rehab, INC. 401(k) Plan
Source: https://planprovider.pro/companies/interface-rehab-inc-401k-plan

> Interface Rehab, INC.'s 401(k) plan: 1,167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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