Plan Snapshot
- Plan Sponsor: Restore Therapy Services Ltd
- Sponsor EIN: 061727611
- Sponsor Address: 245 CAHABA VALLEY PKWY, SUITE 200, PELHAM, AL, 351242217
- Plan Type: 401(k)
- Total Participants: 587
- Total Assets: $34.8M
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 | 587 | $34.8M | $263,030 | $1.7M |
| 2023 | 530 | $32.8M | $285,097 | $2.0M |
| 2022 | 629 | $28.4M | $606,846 | $2.4M |
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 |
|---|---|---|---|---|
| KASSOUF & COMPANY | 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 | $108,294 | $48,218 | — | — | — |
| 2023 | $102,828 | $45,340 | — | — | — |
| 2022 | $129,665 | — | — | — | — |