Plan Snapshot
- Plan Sponsor: Reh Services, LLC
- Sponsor EIN: 203967749
- Sponsor Address: P O BOX 30825, SALT LAKE CITY, UT, 841300825
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 2,612
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,612 | $9.7M | $13.5M | $3.3M |
| 2023 | 2,523 | $8.7M | $10.7M | $3.8M |
| 2022 | 2,235 | $8.9M | $16.2M | $3.8M |
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 |
|---|---|---|---|---|
| S&S HEALTHCARE STRATEGIES LTD | Other Service Provider | $327,375 | — | $327,375 |
| DELTA DENTAL INSURANCE COMPANY | Other Service Provider | $48,521 | — | $48,521 |
| OPTUM BANK | Other Service Provider | $16,316 | — | $16,316 |
| CIGNA HEALTH AND LIFE INSURANCE COM | Other Service Provider | $13,972 | — | $13,972 |
| ROY AND ASSOCIATES | Other Service Provider | $12,289 | — | $12,289 |
| XEOS | Other Service Provider | $9,750 | — | $9,750 |
| I C SECURITY PRINTERS | Other Service Provider | $8,032 | — | $8,032 |
| MARSH & MCLENNAN COMPANIES | Investment Advisor | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSH & MCLENNAN COMPANIES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $441,755
- Estimated Expense Ratio: 4.550% 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 | $449,168 | — | $449,168 | — | — |
| 2023 | $448,635 | — | $448,635 | — | — |
| 2022 | $439,715 | — | $439,715 | — | — |