Plan Ledger DOL Form 5500 · updated monthly

Rehabilitation Management Associates, Inc.401(k)

REHABILITATION MANAGEMENT ASSOCIATES SAVINGS PLAN · BOISE, ID · plan year 2023

Reported admin expense ratio · 2023
0.35%

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

Rehabilitation Management Associates, Inc. reported $72,247 in plan administrative expenses for 2023: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,801 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 1 year on file its reported administrative ratio fell from 0.37% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 101st-largest of 349 plans among Idaho employers on file, and the 3,437th of 11,911 in health care & social assistance. In 2023, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,083,674
Participants with balances228
Active participants230
Employer contributions$414,174
Employee contributions$1,050,660
Employer contribution per active participant$1,801
Average account balance$96,858
Benefits paid to participants$1,748,870
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $242K emplr
2023$22.1M · 228 accts · $414K emplr
2022$19.2M · 223 accts · $432K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$32,872
Investment management$39,375
Total administrative$72,247
The Rehabilitation Management Associates, Inc. 401(k) match · 2023
Employer contribution per active participant$1,801
Median for plans this size$2,440
2023$1,801 per active participant
2022$1,904 per active participant

Rehabilitation Management Associates, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$39,375
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,872

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

Administrative cost history3
2024Not separately reported
2023$72,247 · 0.35%
2022$79,022 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · Idaho
Caribou Medical Center Plan ID$14.3M · 0.40%
North Canyon Medical Center ID$14.3M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820490651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.