Plan Snapshot
- Plan Sponsor: Rehabilitation Management Associates, INC.
- Sponsor EIN: 820490651
- Sponsor Address: 901 N. CURTIS, SUITE 204, BOISE, ID, 837061340
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 230
- Total Assets: $22.1M
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. |
|---|---|---|---|---|
| 2023 | 230 | $22.1M | $414,174 | $1.1M |
| 2022 | 227 | $19.2M | $432,282 | $1.1M |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | Investment Advisor | $39,375 | — | $39,375 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $32,872 | — | $32,872 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,247
- Estimated Expense Ratio: 0.327% 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 |
|---|---|---|---|---|---|
| 2023 | $72,247 | $39,375 | — | — | — |
| 2022 | $79,022 | — | — | — | — |