Plan Snapshot
- Plan Sponsor: Rehabilitation Associates, INC.
- Sponsor EIN: 042446876
- Sponsor Address: 80 ACCESS ROAD, NORWOOD, MA, 020625237
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $5.6M
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 | 247 | $5.6M | $31,131 | $389,942 |
| 2023 | 283 | $5.2M | $29,470 | $400,507 |
| 2022 | 299 | $4.5M | $28,314 | $377,727 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
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 | $34,491 | $2,499 | $29,467 | — | — |
| 2023 | $26,005 | — | $21,579 | — | — |
| 2022 | $2,271 | — | $2,271 | — | — |