Plan Snapshot
- Plan Sponsor: Universal Rehab & Fitness Inst
- Sponsor EIN: 223026173
- Sponsor Address: 15 MICROLAB ROAD, LIVINGSTON, NJ, 07039
- Plan Type: DC
- Total Participants: 669
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 669 | $8.6M | $0 | $1.1M |
| 2023 | 611 | $7.1M | $0 | $1.1M |
| 2022 | 428 | $5.7M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | INVESTMENT/FINANCIAL ADVI | $18,367 | — | $18,367 |
| WISS & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WISS & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,367
- Estimated Expense Ratio: 0.212% of plan assets
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 | $22,525 | — | — | — | — |
| 2023 | $14,859 | $14,859 | — | — | — |
| 2022 | $16,809 | — | — | — | — |