Plan Snapshot
- Plan Sponsor: Rehabilitation Hospital Of Indiana, INC.
- Sponsor EIN: 351786005
- Sponsor Address: 4141 SHORE DRIVE, INDIANAPOLIS, IN, 462542607
- Plan Type: 401(k)
- Total Participants: 367
- Total Assets: $36.5M
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 | 367 | $36.5M | $654,682 | $1.6M |
| 2023 | 323 | $35.6M | $626,738 | $1.4M |
| 2022 | 353 | $30.2M | $713,178 | $1.6M |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP INC | NONE | $24,187 | — | $24,187 |
| CROWE, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,187
- Estimated Expense Ratio: 0.066% 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 | $32,370 | $6,950 | — | — | — |
| 2023 | $33,447 | — | $4,845 | — | — |
| 2022 | $62,901 | — | $62,901 | — | — |