Plan Ledger DOL Form 5500 · updated monthly

Restore Therapy Services LTD401(k)

RESTORE MANAGEMENT 401K PLAN · PELHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Restore Therapy Services LTD reported $108,294 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $448 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 0.36% to 0.32%. 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 208th-largest of 902 plans among Alabama employers on file, and the 2,477th of 11,911 in health care & social assistance. In 2024, employees put in $6.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,760,473
Participants with balances626
Active participants587
Employer contributions$263,030
Employee contributions$1,679,754
Employer contribution per active participant$448
Average account balance$55,528
Benefits paid to participants$3,883,457
Plan auditUnmodified (clean) audit opinion
AuditorKASSOUF & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$34.8M · 626 accts · $263K emplr
2023$32.8M · 658 accts · $285K emplr
2022$28.4M · 680 accts · $607K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,076
Investment management$48,218
Total administrative$108,294
The Restore Therapy Services LTD 401(k) match · 2024
Employer contribution per active participant$448
Median for plans this size$2,416
2024$448 per active participant
2023$538 per active participant
2022$965 per active participant

Restore Therapy Services LTD'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
WAVERLY ADVISORS LLC · Investment advisory (plan)$48,218

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$108,294 · 0.32%
2023$102,828 · 0.34%
2022$129,665 · 0.36%
Similar plansHealth Care & Social Assistance · Alabama
S.B.J.S., P.C. AL$42.0M · 0.15%
Highfive Dental Holdco, LLC AL$40.8M · 0.28%
Crowne Management, LLC AL$33.6M · 0.75%
Turenne & Associates, LLC AL$29.0M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061727611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.