Plan Snapshot
- Plan Sponsor: Key Rehabilitation INC
- Sponsor EIN: 621794171
- Sponsor Address: 1335 NW BROAD ST, MURFREESBORO, TN, 37129
- Plan Type: 401(k)
- Total Participants: 308
- Total Assets: $7.7M
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 | 308 | $7.7M | $63,603 | $542,696 |
| 2023 | 312 | $8.0M | $53,889 | $434,438 |
| 2022 | 296 | $6.6M | $49,139 | $446,591 |
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 |
|---|---|---|---|---|
| DEMPSEY VANTREASE & FOLLIS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEMPSEY VANTREASE & FOLLIS PLLC — 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 | $44,718 | — | $44,718 | — | — |
| 2023 | $40,190 | — | $40,190 | — | — |
| 2022 | $21,458 | — | $21,458 | — | — |