Plan Snapshot
- Plan Sponsor: Riversbend Rehabilitation, INC.
- Sponsor EIN: 383514901
- Sponsor Address: 3707 KATALIN COURT, BAY CITY, MI, 48706
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $5.7M
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 | 98 | $5.7M | $71,443 | $211,770 |
| 2023 | 116 | $4.9M | $72,511 | $191,785 |
| 2022 | 101 | $4.3M | $70,284 | $181,985 |
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 |
|---|---|---|---|---|
| WEINLANDER FITZHUGH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEINLANDER FITZHUGH — 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 | $7,367 | $7,367 | — | — | — |
| 2023 | $37,930 | $37,930 | — | — | — |
| 2022 | $36,032 | $32,603 | $3,429 | — | — |