Plan Ledger DOL Form 5500 · updated monthly

Huntsville Rehabilitation Foundation, Inc401(k)

PHOENIX 401(K) PLAN · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Huntsville Rehabilitation Foundation, Inc reported $17,209 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $217 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 5 years on file its reported administrative ratio rose from 0.08% to 0.74%. 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 Alabama (769th of 902), and 9,663rd of 11,911 in health care & social assistance. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,475,177
Participants with balances164
Active participants815
Employer contributions$176,695
Employee contributions$397,753
Employer contribution per active participant$217
Average account balance$15,093
Benefits paid to participants$514,506
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$2.5M · 164 accts · $177K emplr
2023$2.1M · 157 accts · $161K emplr
2022$1.5M · 153 accts · $146K emplr
2019$193K · 78 accts · $56K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,548
Investment management$4,661
Total administrative$17,209
The Huntsville Rehabilitation Foundation, Inc 401(k) match · 2024
Employer contribution per active participant$217
Median for plans this size$1,313
2024$217 per active participant
2023$211 per active participant
2022$212 per active participant
2019$74 per active participant

Huntsville Rehabilitation Foundation, Inc's 2024 employer contribution ran below the $1,313 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 · 20242
ASCENSUS LLC · Recordkeeping$12,548
ONE DIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$4,621

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history4
2024$17,209 · 0.74%
2023$12,067 · 0.66%
2022$1,722 · 0.12%
2019$150 · 0.08%
All plans at this employer2
HUNTSVILLE REHABILITATION FOUNDATION RETIREMENT PLAN403(b)
PHOENIX 401(K) PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Alabama

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 237450941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.