# Progressivehealth Rehabilitation, INC 401(k) Plan
Source: https://planprovider.pro/companies/progressivehealth-rehabilitation-inc-401k-plan

> Progressivehealth Rehabilitation, INC's 401(k) plan: 682 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [TRANSAMERICA LIFE INSURANCE O](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [KRUGGEL LAWTON & CO](https://planprovider.pro/provider/kruggel-lawton-and-company-llc) — 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|—|—|

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