# Training, Rehabilitation & Development Institute, INC. DC Plan
Source: https://planprovider.pro/companies/training-rehabilitation-development-institute-inc-plan-001

> Training, Rehabilitation & Development Institute, INC.'s DC plan: 497 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Training, Rehabilitation & Development Institute, INC.

- **Sponsor EIN:** 742938051

- **Sponsor Address:** 425 SOLEDAD STREET, SUITE 800, SAN ANTONIO, TX, 78205

- **Plan Type:** DC

- **Total Participants:** 497

- **Total Assets:** $2.8M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|497|$2.8M|$422,717|$33,371|

| 2022|247|$2.3M|$333,873|$53,231|

## 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|

| MELTON & MELTON, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MELTON & MELTON, LLP](https://planprovider.pro/provider/melton-and-melton-llp) — 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|

| 2023|$11,479|—|$11,479|—|—|

| 2022|$8,036|—|$8,036|—|—|

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