Plan Ledger DOL Form 5500 · updated monthly

Rehab Jv, LLC, dba Sheltering Arms Institute403(b)

SHELTERING ARMS 403(B) RETIREMENT PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Rehab Jv, LLC, dba Sheltering Arms Institute reported $74,053 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $2,005 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 has held roughly steady near 0.106%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 355th-largest of 2,266 plans among Virginia employers on file, and the 1,341st of 11,911 in health care & social assistance. In 2024, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$76,243,707
Participants with balances1,118
Active participants753
Employer contributions$1,509,870
Employee contributions$3,787,455
Employer contribution per active participant$2,005
Average account balance$68,197
Benefits paid to participants$2,968,840
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$76.2M · 1,118 accts · $1.5M emplr
2023$63.6M · 1,052 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,053
Total administrative$74,053
Employer contributions to the Rehab Jv, LLC, dba Sheltering Arms Institute plan · 2024
Employer contribution per active participant$2,005
Median for plans this size$3,635
2024$2,005 per active participant
2023$1,900 per active participant

Rehab Jv, LLC, dba Sheltering Arms Institute's 2024 employer contribution ran below the $3,635 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$74,053

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

Administrative cost history2
2024$74,053 · 0.11%
2023$63,609 · 0.11%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Virginia Physicians, Inc. VA$66.0M · 0.22%
Trusted Doctors LLC VA$62.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814446403 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.