Plan Ledger DOL Form 5500 · updated monthly

Tx Team Rehab Inc.401(k)

TX TEAM REHAB, INC. 401(K) PROFIT SHARING PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Tx Team Rehab Inc. reported $80,819 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $764 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 rose from 0.39% to 0.93%. 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 Indiana (921st of 1,562), and the 5,954th of 11,911 in health care & social assistance. In 2024, employees put in $5.11 for every $1.00 the employer contributed; active participation has grown from 140 to 172 since 2022.

Plan summary
Net assets, end of year$9,275,917
Participants with balances144
Active participants172
Employer contributions$131,350
Employee contributions$670,635
Employer contribution per active participant$764
Average account balance$64,416
Benefits paid to participants$683,593
Plan auditUnmodified (clean) audit opinion
AuditorDONOVAN CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 144 accts · $131K emplr
2023$8.2M · 140 accts · $83K emplr
2022$7.1M · 143 accts · $86K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,819
Total administrative$80,819
The Tx Team Rehab Inc. 401(k) match · 2024
Employer contribution per active participant$764
Median for plans this size$1,313
2024$764 per active participant
2023$549 per active participant
2022$616 per active participant

Tx Team Rehab Inc.'s 2024 employer contribution ran below 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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$948
RETIREMENT PLAN CONCEPTS & SERVICES · Recordkeeping · Loan processingindirect comp
MESIROW FINANCIAL, INC. · Investment advisory (plan)$394
TRANSAMERICA FINANCIAL ADVISORS INC · Investment advisory (plan)$8

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

Recordkeeper by year2
2024RETIREMENT PLAN CONCEPTS & SERVICES, Transamerica
2023AMERICAN TRUST COMPANY

This plan has changed recordkeepers within these filings. If you left Tx Team Rehab Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$80,819 · 0.93%
2023$64,367 · 0.84%
2022$30,112 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Midamerica Health, Inc. IN$9.4M · 0.83%
Purpose Home Health IN$9.4M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351565294 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.