Plan Snapshot
- Plan Sponsor: Ivyrehab Pt, Ot & Speech PLLC
- Sponsor EIN: 800071212
- Sponsor Address: 1311 MAMARONECK AVENUE SUITE 140, WHITE PLAINS, NY, 10605
- Plan Type: 401(k)
- Total Participants: 6,154
- Total Assets: $110.7M
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 | 6,154 | $110.7M | -$11 | $18.3M |
| 2023 | 5,095 | $83.5M | $1.8M | $15.4M |
| 2022 | 4,119 | $59.3M | $2.2M | $11.8M |
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 |
|---|---|---|---|---|
| BDG - CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG - CPA'S — Auditor
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 | $590,219 | $315,839 | — | — | — |
| 2023 | $462,079 | $233,756 | — | — | — |
| 2022 | $388,134 | — | — | — | — |