Plan Ledger DOL Form 5500 · updated monthly

Fox Management Rehabilitation Services LLC401(k)

FOX MANAGEMENT REHABILITATION SERVICES LLC 401(K) PLAN · CHERRY HILL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Fox Management Rehabilitation Services LLC reported $295,806 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $110 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 2 years on file its reported administrative ratio rose from 0.22% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 321st-largest of 2,419 plans among New Jersey employers on file, and the 923rd of 11,911 in health care & social assistance. In 2024, employees put in $35.01 for every $1.00 the employer contributed; active participation has grown from 2,734 to 3,489 since 2022.

Plan summary
Net assets, end of year$122,053,658
Participants with balances4,250
Active participants3,489
Employer contributions$382,832
Employee contributions$13,404,115
Employer contribution per active participant$110
Average account balance$28,719
Benefits paid to participants$8,360,736
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$122.1M · 4,250 accts · $383K emplr
2023$100.5M · 3,889 accts · $865K emplr
2022$79.0M · 3,605 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$179,337
Investment management$66,594
Audit (IQPA)$49,875
Total administrative$295,806
The Fox Management Rehabilitation Services LLC 401(k) match · 2024
Employer contribution per active participant$110
Median for plans this size$3,635
2024$110 per active participant
2023$308 per active participant
2022$497 per active participant

Fox Management Rehabilitation Services LLC's 2024 employer contribution ran below the $3,635 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
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$179,337
USI ADVISORS INC · Consulting · Insurance services$65,000
CBIZ CPAS P.C. · Accounting / audit$49,875

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$295,806 · 0.27%
2023$237,550 · 0.26%
2022$176,193 · 0.22%
All plans at this employer2
FOX MANAGEMENT REHABILITATION SERVICES LLC 401(K) PLAN401(k)
FOX MANAGEMENT REHABILITATION SERVICES LLC 401(K) PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Deborah Heart & Lung Center NJ$143.1M · 0.15%
Care One Management, LLC NJ$119.2M · 0.30%
Enhance Therapies NJ$114.7M · 0.29%
Cape Regional Medical Center NJ$108.6M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833020179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.