Plan Snapshot
- Plan Sponsor: Sargent Rehabilitation Center
- Sponsor EIN: 050258936
- Sponsor Address: 800 QUAKER LN, EAST GREENWICH, RI, 028181667
- Plan Type: 403(b)
- Total Participants: 177
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 177 | $6.8M | $146,435 | $396,738 |
| 2023 | 128 | $5.8M | $117,888 | $323,399 |
| 2022 | 95 | $4.9M | $78,731 | $257,876 |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $12,212 | — | $12,212 |
| DISANTO, PRIEST & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- DISANTO, PRIEST & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,212
- Estimated Expense Ratio: 0.181% 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 | $12,212 | — | $12,212 | — | — |
| 2023 | $1,434 | — | $1,434 | — | — |
| 2022 | $1,405 | — | $1,405 | — | — |