Plan Snapshot
- Plan Sponsor: Progressivehealth Rehabilitation, INC
- Sponsor EIN: 351907348
- Sponsor Address: 150 N. ROSENBERGER AVE, EVANSVILLE, IN, 47712
- Plan Type: 401(k)
- Total Participants: 682
- Total Assets: $34.6M
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 | 682 | $34.6M | $726,233 | $2.8M |
| 2023 | 611 | $28.2M | $637,086 | $2.4M |
| 2022 | 786 | $22.7M | $608,882 | $2.3M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | ADVISOR | $52,925 | — | $52,925 |
| TRANSAMERICA LIFE INSURANCE O | RECORDKEEPER | $46,708 | — | $46,708 |
| COMPENSATION SYSTEMS INC | RECORDKEPPER | $40,945 | — | $40,945 |
| MML INVESTORS SERVICES | BROKER | — | $11,531 | $11,531 |
| KRUGGEL LAWTON & CO | AUDIT | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — ADVISOR
- TRANSAMERICA LIFE INSURANCE O — RECORDKEEPER
- KRUGGEL LAWTON & CO — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,109
- Estimated Expense Ratio: 0.454% 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 | $64,187 | — | — | — | — |
| 2023 | $48,468 | — | $25,852 | — | — |
| 2022 | $15,575 | — | $15,575 | — | — |