Plan Ledger DOL Form 5500 · updated monthly

Rehab Industries, Inc.401(k)

REHAB INDUSTRIES, INC. 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Rehab Industries, Inc. reported $120,906 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,195 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 0.65% to 0.69%. 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 566th-largest of 1,562 plans among Indiana employers on file, and the 3,688th of 11,911 in health care & social assistance. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has grown from 561 to 900 since 2022.

Plan summary
Net assets, end of year$20,079,069
Participants with balances493
Active participants900
Employer contributions$1,075,320
Employee contributions$2,378,504
Employer contribution per active participant$1,195
Average account balance$40,728
Benefits paid to participants$907,724
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 493 accts · $1.1M emplr
2023$15.1M · 336 accts · $1.0M emplr
2022$10.3M · 291 accts · $829K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,019
Investment management$51,637
Audit (IQPA)$15,250
Total administrative$120,906
The Rehab Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,195
Median for plans this size$2,416
2024$1,195 per active participant
2023$1,557 per active participant
2022$1,478 per active participant

Rehab Industries, 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 · 20243
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$54,019
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$51,637
BLUE & CO, LLC · Accounting / audit$15,250

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$120,906 · 0.69%
2023$96,963 · 0.76%
2022$66,269 · 0.65%
Similar plansHealth Care & Social Assistance · Indiana
P1 Dental Mso LLC IN$20.9M · 0.49%
Dermatology, Inc. IN$20.7M · 0.04%
Grossnickle Eye Center IN$19.2M · 0.37%
Lac Acquisition, LLC IN$18.2M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844314459 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.