Plan Snapshot
- Plan Sponsor: Success Rehabilitation, INC.
- Sponsor EIN: 232590923
- Sponsor Address: 5666 CLYMER ROAD, QUAKERTOWN, PA, 189513264
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 265 | $8.9M | $500,000 | $653,964 |
| 2023 | 190 | $6.4M | $300,000 | $394,893 |
| 2022 | 177 | $5.1M | $303,335 | $332,800 |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES, LLC — 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 | $46,988 | $29,608 | $3,210 | — | — |
| 2023 | $34,410 | $18,216 | $16,194 | — | — |
| 2022 | $38,244 | $38,244 | — | — | — |