Plan Snapshot
- Plan Sponsor: Paradigm Rehab & Nursing LP
- Sponsor EIN: 201834767
- Sponsor Address: 777 S BROADWAY AVE, TYLER, TX, 757011607
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $3.5M
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 | 144 | $3.5M | $168,176 | $357,720 |
| 2023 | 127 | $2.7M | $145,200 | $285,624 |
| 2022 | 104 | $2.0M | $106,429 | $239,562 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | Investment Advisor | $9,938 | — | $9,938 |
| PAYCHEX, INC. | Recordkeeper | $7,505 | — | $7,505 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,443
- Estimated Expense Ratio: 0.498% 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 | $22,403 | $10,789 | $10,754 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |