# Rehab Jv, LLC, Dba Sheltering Arms Institute 403(b) Plan
Source: https://planprovider.pro/companies/rehab-jv-llc-dba-sheltering-arms-institute-403b-plan

> Rehab Jv, LLC, Dba Sheltering Arms Institute's 403(b) plan: 753 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rehab Jv, LLC, Dba Sheltering Arms Institute

- **Sponsor EIN:** 814446403

- **Sponsor Address:** 2000 WILKES RIDGE DRIVE, RICHMOND, VA, 23233

- **Plan Type:** 403(b)

- **Total Participants:** 753

- **Total Assets:** $76.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|753|$76.2M|$1.5M|$3.8M|

| 2023|731|$63.6M|$1.4M|$3.6M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$74,053|—|$74,053|

| CLIFTONLARSONALLEN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [CLIFTONLARSONALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $74,053

- **Estimated Expense Ratio:** 0.097% 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|$74,053|—|$74,053|—|—|

| 2023|$63,609|—|$63,609|—|—|

## Similar Plans

- [Bridgepoint Healthcare, LLC](https://planprovider.pro/companies/bridgepoint-healthcare-llc-401k-plan) — 819 participants

- [Virginia Hospital Center - Arlington](https://planprovider.pro/companies/virginia-hospital-center-arlington-401k-plan-001) — 612 participants

- [Children'S Health System, INC.](https://planprovider.pro/companies/children-s-health-system-inc-403b-plan) — 575 participants

- [Uva Community Health](https://planprovider.pro/companies/uva-community-health-401k-plan) — 1,069 participants

- [Inova Health System Foundation](https://planprovider.pro/companies/inova-health-system-403b-plan) — 401 participants

- [Valley Health System](https://planprovider.pro/companies/valley-health-system-plan-003) — 1,176 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rehab-jv-llc-dba-sheltering-arms-institute-403b-plan)

© 2026 PlanProvider.Pro