Plan Ledger DOL Form 5500 · updated monthly

Trehab401(k)

TREHAB 401(K) PROFIT SHARING PLAN · MONTROSE, PA · plan year 2024

Reported admin expense ratio · 2024
1.00%

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

Trehab reported $38,011 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,254 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 1.12% to 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other public administration employers. By assets it is among the smaller plans on file in Pennsylvania (2,993rd of 3,651), and 67th of 90 in public administration. In 2024, the employer put in $2.31 for every $1.00 employees contributed themselves; active participation has grown from 78 to 91 since 2022.

Plan summary
Net assets, end of year$4,140,667
Participants with balances119
Active participants91
Employer contributions$296,097
Employee contributions$128,315
Employer contribution per active participant$3,254
Average account balance$34,796
Benefits paid to participants$96,706
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 119 accts · $296K emplr
2023$3.5M · 110 accts · $268K emplr
2022$3.1M · 111 accts · $261K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,660
Investment management$36,351
Total administrative$38,011
The Trehab 401(k) match · 2024
Employer contribution per active participant$3,254
Median for plans this size$1,313
2024$3,254 per active participant
2023$3,390 per active participant
2022$3,352 per active participant

Trehab's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
ALERUS FINANCIAL, N.A · Recordkeeping · Trustee$1,660
NORTHEAST ADVISORS INC. · Investment advisory (participants) · Investment advisory (plan)$36,351

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

Recordkeeper by year2
2024Alerus
2023Alerus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,011 · 1.00%
2023$32,029 · 0.97%
2022$37,716 · 1.12%
Similar plansPublic Administration · Pennsylvania

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Source: U.S. Department of Labor, Form 5500 series, EIN 231729514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.