Plan Snapshot
- Plan Sponsor: Orlando Rehabilitation Group INC
- Sponsor EIN: 311637590
- Sponsor Address: TWO BALA CYNWYD PLAZA, BALA CYNWYD, PA, 19004
- Plan Type: 401(k)
- Total Participants: 990
- Total Assets: $1.7M
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 | 990 | $1.7M | $0 | $363,495 |
| 2023 | 577 | $1.0M | $0 | $274,935 |
| 2022 | 583 | $666,048 | $0 | $276,204 |
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 |
|---|---|---|---|---|
| MSL, P.A. | Auditor | — | — | $0 |
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 | $152,465 | — | $20,886 | — | — |
| 2023 | $135,417 | — | $21,075 | — | — |
| 2022 | $18,507 | $532 | — | — | — |