Plan Snapshot
- Plan Sponsor: Nobis Rehabilitation Partners, LLC
- Sponsor EIN: 824054000
- Sponsor Address: 450 CENTURY PARKWAY, ALLEN, TX, 75013
- Plan Type: 401(k)
- Total Participants: 2,215
- Total Assets: $9.6M
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 | 2,215 | $9.6M | $0 | $4.8M |
| 2023 | 1,533 | $4.7M | $0 | $2.8M |
| 2022 | 787 | $1.9M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| DEFINITI, LLC | CONTRACT ADMIN | $141,190 | $2,992 | $144,182 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $56,797 | — | $56,797 |
| EDWARD D JONES & CO LP | INVESTMENT ADVISOR | $34,370 | — | $34,370 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,349
- Estimated Expense Ratio: 2.446% 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 | $79,128 | — | $79,128 | — | — |
| 2023 | $32,051 | — | — | — | — |
| 2022 | $8,117 | — | $8,117 | — | — |