Plan Snapshot
- Plan Sponsor: Tx Team Rehab, INC.
- Sponsor EIN: 351565294
- Sponsor Address: 8910 PURDUE ROAD, SUITE 700, INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $9.3M
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 | 172 | $9.3M | $131,350 | $670,635 |
| 2023 | 151 | $8.2M | $82,867 | $569,618 |
| 2022 | 140 | $7.1M | $86,176 | $517,045 |
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 |
|---|---|---|---|---|
| DONOVAN CPA'S | 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 | $80,819 | — | — | — | — |
| 2023 | $64,367 | — | $56,878 | — | — |
| 2022 | $30,112 | — | — | — | — |