Plan Snapshot
- Plan Sponsor: Rehab Pro Therapy
- Sponsor EIN: 752962410
- Sponsor Address: 17521 US HIGHWAY 69 S, TYLER, TX, 75703
- Plan Type: 401(k)
- Total Participants: 559
- Total Assets: $26.2M
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 | 559 | $26.2M | $361,195 | $744,210 |
| 2023 | 602 | $23.6M | $412,944 | $779,609 |
| 2022 | 749 | $19.9M | $446,780 | $920,447 |
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 |
|---|---|---|---|---|
| PROTHRO WILHELMI AND CO PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $106,142 | $45,000 | — | — | — |
| 2023 | $108,381 | $56,250 | — | — | — |
| 2022 | $60,553 | $22,500 | — | — | — |