Plan Ledger DOL Form 5500 · updated monthly

Health & Rehab Solutions, Inc.401(k)

DO LIFE BETTER 401(K) PLAN · KALISPELL, MT · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Health & Rehab Solutions, Inc. reported $43,026 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $1,633 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 fell from 0.74% to 0.68%. 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 Montana (153rd of 229), and 6,848th of 11,911 in health care & social assistance. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,052,409
Participants with balances278
Active participants224
Employer contributions$365,754
Employee contributions$612,999
Employer contribution per active participant$1,633
Average account balance$25,368
Benefits paid to participants$568,958
Plan auditUnmodified (clean) audit opinion
AuditorJCCS, PC
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 278 accts · $366K emplr
2023$5.6M · 246 accts · $325K emplr
2022$3.9M · 228 accts · $295K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,058
Investment management$24,418
Total administrative$43,026
The Health & Rehab Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$1,633
Median for plans this size$1,313
2024$1,633 per active participant
2023$1,493 per active participant
2022$1,310 per active participant

Health & Rehab Solutions, 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 · 20242
DA DAVIDSON & CO · Investment advisory (plan)$24,418
CAPITAL GROUP RETIREMENT PLAN SERVI$16,058

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

Administrative cost history3
2024$43,026 · 0.68%
2023$36,452 · 0.77%
2022$28,371 · 0.74%
Same employer
Similar plansHealth Care & Social Assistance · Montana
A.W.A.R.E. Inc. MT$8.6M · 0.83%
Beartooth Billings Clinic MT$7.3M · 0.24%
Pureview Health Center MT$5.3M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455281410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.