Plan Snapshot
- Plan Sponsor: Rn Staff Dba Rehability Care
- Sponsor EIN: 113767803
- Sponsor Address: 7345 WOODLAND DRIVE, STE D, INDIANAPOLIS, IN, 46278
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $4.7M
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 | 231 | $4.7M | $83,188 | $715,951 |
| 2023 | 281 | $3.9M | $127,398 | $751,379 |
| 2022 | 308 | $2.7M | $70,032 | $638,459 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | Recordkeeper | $28,438 | — | $28,438 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $18,225 | — | $18,225 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE CO — Recordkeeper
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,663
- Estimated Expense Ratio: 0.985% 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 | $46,663 | — | $18,225 | — | — |
| 2023 | $37,259 | — | $37,259 | — | — |
| 2022 | $35,914 | — | $35,914 | — | — |