# Success Rehabilitation, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/success-rehabilitation-inc-232590923-502

> Success Rehabilitation, INC.'s Health & Welfare plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Success Rehabilitation, INC.

- **Sponsor EIN:** 232590923

- **Sponsor Address:** 5666 CLYMER RD, QUAKERTOWN, PA, 189513264

- **Plan Type:** Health & Welfare

- **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|—|—|

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