Plan Ledger DOL Form 5500 · updated monthly

Ascend Rehab Services, Inc.DC plan

ASCEND REHAB PROFIT SHARING PLAN · UNION CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Ascend Rehab Services, Inc. reported $11,106 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $2,184 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.22% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,084th of 9,483), and 8,048th of 11,911 in health care & social assistance. In 2024, the employer put in $3.52 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,747,889
Participants with balances207
Active participants205
Employer contributions$447,683
Employee contributions$127,239
Employer contribution per active participant$2,184
Average account balance$22,937
Benefits paid to participants$130,297
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.7M · 207 accts · $448K emplr
2023$565K · 114 accts · $330K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,106
Total administrative$11,106
Employer contributions to the Ascend Rehab Services, Inc. plan · 2024
Employer contribution per active participant$2,184
Median for plans this size$1,313
2024$2,184 per active participant
2023$3,591 per active participant

Ascend Rehab Services, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$4,720
ECONOMIC GROUP PENSION SERVICES, LL · Recordkeeping · Loan processing$765
MESIROW FINANCIAL, INC. · Investment advisory (plan)$496
MML INVESTORS SERVICES, LLC · Insurance broker · Insurance servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, ECONOMIC GROUP PENSION SERVICES, LL, Transamerica
2023ADP

This plan has changed recordkeepers within these filings. If you left Ascend Rehab Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$11,106 · 0.42%
2023$859 · 0.22%
All plans at this employer2
ASCEND REHAB 401(K) PLAN401(k)
ASCEND REHAB PROFIT SHARING PLANDefined-contribution plan
Same employer
Similar plansHealth Care & Social Assistance · California
Prohealth Home Care Inc CA$4.8M · 1.54%
Hope Hospice, Inc. CA$4.7M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200927823 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.