Plan Ledger DOL Form 5500 · updated monthly

Health Dimensions Rehabilitation, Inc.401(k)

HEALTH DIMENSIONS REHABILITATION, INC. 401(K) RETIREMENT SAVINGS PLAN · CAMBRIDGE, MN · plan year 2023

Reported admin expense ratio · 2023
0.73%

Health Dimensions Rehabilitation, Inc. reported $20,129 in plan administrative expenses for 2023: 0.73% of average plan assets, above the peer median. 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 fell from 0.78% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Minnesota (1,740th of 1,918), and 9,395th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,816,096
Participants with balances92
Active participants55
Employer contributions—
Employee contributions$162,267
Employer contribution per active participant—
Average account balance$30,610
Benefits paid to participants$467,737
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.8M · 92 accts
2022$2.7M · 103 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,129
Total administrative$20,129
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$20,128
MMA SECURITES LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2023$20,129 · 0.73%
2022$28,333 · 0.78%
Similar plansHealth Care & Social Assistance · Minnesota
Lutheran Homes MN$2.8M · 0.41%
Relate, Inc. MN$2.8M · 0.11%
Open Door Health Center MN$2.8M · 0.01%
The Link MN$2.8M · 0.02%
Cenneidigh, Inc. MN$2.8M · 0.60%
Genesis Group Homes, Inc. MN$2.8M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411590671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.