Plan Snapshot
- Plan Sponsor: Total Respiratory & Rehab INC
- Sponsor EIN: 205164891
- Sponsor Address: 6414 S 118TH ST, OMAHA, NE, 681373576
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $4.9M
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 | 168 | $4.9M | $488,789 | $619,570 |
| 2023 | 131 | $5.4M | $367,163 | $506,282 |
| 2022 | 111 | $3.8M | $276,028 | $368,599 |
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 |
|---|---|---|---|---|
| BLAND & ASSOCIATES P.C. | Auditor | — | — | $0 |
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 | $19,729 | — | $18,869 | — | — |
| 2023 | $16,443 | — | $15,583 | — | — |
| 2022 | $18,903 | — | $18,903 | — | — |