Plan Snapshot
- Plan Sponsor: Trehab
- Sponsor EIN: 231729514
- Sponsor Address: 10 PUBLIC AVENUE, MONTROSE, PA, 188010366
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 91 | $4.2M | $296,097 | $128,315 |
| 2023 | 79 | $3.5M | $267,780 | $119,845 |
| 2022 | 78 | $3.1M | $261,481 | $112,155 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 |
|---|---|---|---|---|---|
| 2024 | $38,011 | $36,351 | — | — | — |
| 2023 | $32,029 | $21,354 | — | — | — |
| 2022 | $37,716 | $32,384 | $5,332 | — | — |