Plan Snapshot
- Plan Sponsor: Medical Management & Rehab Services INC.
- Sponsor EIN: 521978838
- Sponsor Address: 609 GLOBAL WAY, SUITE 113, LINTHICUM, MD, 21090
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $3.7M
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 | 216 | $3.7M | $87,832 | $374,830 |
| 2023 | 135 | $3.3M | $98,582 | $402,176 |
| 2022 | 146 | $2.5M | $115,882 | $472,324 |
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 |
|---|---|---|---|---|
| NATIONWIDE | NONE | $13,241 | — | $13,241 |
| WPG ADVISERS, LLC | NONE | $7,503 | — | $7,503 |
| PROACCOUNT | NONE | $7,465 | — | $7,465 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — NONE
- PROACCOUNT — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,209
- Estimated Expense Ratio: 0.761% 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 | $21,371 | — | — | — | — |
| 2023 | $30,760 | — | — | — | — |
| 2022 | $30,112 | — | $30,112 | — | — |