Plan Ledger DOL Form 5500 · updated monthly

Success Rehabilitation, Inc.401(k)

SUCCESS REHABILITATION, INC. PROFIT SHARING PLAN · QUAKERTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Success Rehabilitation, Inc. reported $46,988 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $1,887 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 0.70% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,406th of 3,651), and 6,091st of 11,911 in health care & social assistance. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 177 to 265 since 2022.

Plan summary
Net assets, end of year$8,906,747
Participants with balances299
Active participants265
Employer contributions$500,000
Employee contributions$653,964
Employer contribution per active participant$1,887
Average account balance$29,788
Benefits paid to participants$353,531
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 299 accts · $500K emplr
2023$6.4M · 235 accts · $300K emplr
2022$5.1M · 195 accts · $303K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,380
Investment management$29,608
Total administrative$46,988
The Success Rehabilitation, Inc. 401(k) match · 2024
Employer contribution per active participant$1,887
Median for plans this size$1,313
2024$1,887 per active participant
2023$1,579 per active participant
2022$1,714 per active participant

Success Rehabilitation, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
M HOLDING SECURITIES, INC · Investment advisory (plan)$29,608
JPMORGAN INVEST HOLDINGS LLC$14,170
THE MANDMARBLESTONE GROUP LL · Contract administrator$3,210
M FINANCIAL SECURITIES MARKETING INindirect 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$46,988 · 0.61%
2023$34,410 · 0.60%
2022$38,244 · 0.70%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
White Horse Village Inc. PA$9.2M · 0.56%
Dickinson Center, Inc. PA$8.9M · 0.06%
Moravian Manor, Inc. PA$8.9M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232590923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.