Plan Snapshot
- Plan Sponsor: Success Rehabilitation, INC.
- Sponsor EIN: 232590923
- Sponsor Address: 5666 CLYMER RD, QUAKERTOWN, PA, 189513264
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 145
- Total Assets: $159,118
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 145 | $159,118 | $1.8M | $406,233 |
| 2023 | 89 | $292,172 | $1.3M | $266,959 |
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 |
|---|---|---|---|---|
| PATRIOT (EXUDE, INC.) | Investment Advisor | $69,785 | — | $69,785 |
| THE BENECON GROUP | Investment Advisor | $35,654 | — | $35,654 |
| INDEPENDENCE ADMINISTRATORS (IA) | Other Service Provider | $20,299 | — | $20,299 |
| CONNECTCARE3 | Other Service Provider | $9,244 | — | $9,244 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,982
- Estimated Expense Ratio: 84.831% 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 | $2,435,240 | — | — | — | — |
| 2023 | $655,666 | $30,119 | $71,153 | — | — |