Plan Ledger DOL Form 5500 · updated monthly

Rehabilitation Associates, Inc.401(k)

REHABILITATION ASSOCIATES, INC. 401(K) PLAN · FAIRFIELD, CT · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Rehabilitation Associates, Inc. reported $2,184 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $209 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 0.013% to 0.010%. 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 487th-largest of 1,106 plans among Connecticut employers on file, and the 3,139th of 11,911 in health care & social assistance. In 2024, employees put in $17.54 for every $1.00 the employer contributed; active participation has grown from 239 to 263 since 2022.

Plan summary
Net assets, end of year$25,226,737
Participants with balances212
Active participants263
Employer contributions$54,985
Employee contributions$964,243
Employer contribution per active participant$209
Average account balance$118,994
Benefits paid to participants$379,689
Plan auditUnmodified (clean) audit opinion
AuditorJOSEPHSON & JOSEPHSON, CPA'S P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 212 accts · $55K emplr
2023$20.4M · 196 accts
2022$16.7M · 205 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,184
Total administrative$2,184
The Rehabilitation Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$209
Median for plans this size$2,416

Rehabilitation Associates, 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$1,684
WELLS THOMAS. LLC · Contract administrator · Other services$500
JOSEPHSON & JOSEPHSON CPA'S P.C. · Accounting / auditindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp
LPL FINANCIAL LLC · Other servicesindirect comp

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$2,184 · 0.01%
2023$1,902 · 0.01%
2022$2,470 · 0.01%
All plans at this employer2
REHABILITATION ASSOCIATES, INC. 401(K) PLAN401(k)
REHABILITATION ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Optimus Health Care, Inc. CT$28.6M · 0.25%
Icare Management, LLC CT$23.7M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061109649 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.