Plan Snapshot
- Plan Sponsor: Premere Rehab, LLC
- Sponsor EIN: 200962392
- Sponsor Address: 8100 SW NYBERG ST., STE 200, TUALATIN, OR, 97062
- Plan Type: 401(k)
- Total Participants: 660
- Total Assets: $49.5M
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 | 660 | $49.5M | $204,790 | $1.8M |
| 2023 | 813 | $47.6M | $267,188 | $3.2M |
| 2022 | 1,308 | $41.7M | $377,831 | $3.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY, US, LLP | Auditor | $4,275 | — | $4,275 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,275
- Estimated Expense Ratio: 0.009% 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 | $152,152 | $50,223 | — | $4,275 | — |
| 2023 | $187,547 | $54,444 | — | $10,500 | — |
| 2022 | $167,084 | $55,630 | $100,951 | — | $10,503 |