Plan Ledger DOL Form 5500 · updated monthly

Concept Rehab, Inc.401(k)

CONCEPT REHAB, INC. 401(K) PLAN · TOLEDO, OH · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Concept Rehab, Inc. reported $104,614 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $328 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 3 years on file its reported administrative ratio has held roughly steady near 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 934th-largest of 3,295 plans among Ohio employers on file, and the 2,651st of 11,911 in health care & social assistance. In 2024, employees put in $10.67 for every $1.00 the employer contributed; active participation has grown from 499 to 577 since 2022.

Plan summary
Net assets, end of year$31,712,614
Participants with balances683
Active participants577
Employer contributions$189,160
Employee contributions$2,018,892
Employer contribution per active participant$328
Average account balance$46,431
Benefits paid to participants$3,215,772
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.7M · 683 accts · $189K emplr
2023$29.1M · 688 accts · $170K emplr
2022$25.2M · 678 accts · $123K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,546
Investment management$39,068
Total administrative$104,614
The Concept Rehab, Inc. 401(k) match · 2024
Employer contribution per active participant$328
Median for plans this size$2,416
2024$328 per active participant
2023$311 per active participant
2022$246 per active participant

Concept Rehab, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$65,506
VENTURE VISIONARY PARTNERS LLC · Investment advisory (plan)$39,068
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect 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
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$104,614 · 0.34%
2023$92,722 · 0.34%
2022$94,348 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Signature Health, Inc. OH$32.8M · 0.18%
Talbert House OH$31.4M · 0.56%
Sprenger Enterprises, Inc. OH$31.1M · 0.02%
Legacy Health Services OH$31.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341411603 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.