Plan Ledger DOL Form 5500 · updated monthly

Interface Rehab, Inc.401(k)

INTERFACE REHAB, INC. 401(K) RETIREMENT SAVINGS PLAN · PLACENTIA, CA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Interface Rehab, Inc. reported $166,988 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $278 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 0.43% to 0.38%. 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 1,833rd-largest of 9,483 plans among California employers on file, and the 1,936th of 11,911 in health care & social assistance. In 2024, employees put in $11.05 for every $1.00 the employer contributed; active participation has grown from 1,020 to 1,167 since 2022.

Plan summary
Net assets, end of year$47,763,484
Participants with balances1,573
Active participants1,167
Employer contributions$324,358
Employee contributions$3,584,094
Employer contribution per active participant$278
Average account balance$30,365
Benefits paid to participants$4,118,379
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.8M · 1,573 accts · $324K emplr
2023$41.2M · 1,395 accts · $365K emplr
2022$32.4M · 1,284 accts · $324K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,854
Total administrative$166,988
The Interface Rehab, Inc. 401(k) match · 2024
Employer contribution per active participant$278
Median for plans this size$2,416
2024$278 per active participant
2023$367 per active participant
2022$317 per active participant

Interface 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 · 20242
FIDELITY WORKPLACE SERVICES, LLC · Plan administrator · Trustee (discretionary)$122,854
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$44,134

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$166,988 · 0.38%
2023$142,547 · 0.39%
2022$152,495 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · California
Sycamores CA$48.5M · 0.21%
Onelegacy CA$48.2M · 0.13%
Millennium Health, LLC CA$48.1M · 0.19%
Child Care Resource Center CA$47.4M · 0.02%
Momentum for Health CA$47.3M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330687103 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.