Retirement plan

SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN

Name: SUCCESS REHABILITATION, INC. - SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: SUCCESS REHABILITATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN, SUCCESS REHABILITATION, INC.

SUCCESS REHABILITATION, INC.EIN 23-2590923Plan #002PY 2024

5666 CLYMER ROAD - QUAKERTOWN, PA 189513264215-538-3488successrehab.comLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.9M

+38.6% from 2023

Total participants

334

+39.7% from 2023

Average account balance

$29,788

+9.0% from 2023

Annual return

26.17%

+10.41 pp from 2023

Benchmarks

See 4,141 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,141 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.91M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

299

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

86.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+26.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$157

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
M HOLDING SECURITIES, INC.2 years Filed as: M HOLDING SECURITIES, INC Service code 27 · EIN 91-1802259 P.O BOX 2207 · PORTLAND, OR 97208	Advisory (Plan)	$29,608
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 383 MADISON AVE · NEW YORK, NY 10179	Recordkeeping Fees	$14,170
THE MANDMARBLESTONE GROUP LLC1 year Filed as: THE MANDMARBLESTONE GROUP LL Service code 13 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083	Contract Administrator	$3,210
M FINANCIAL SECURITIES MARKETING IN3 years Filed as: M FINANCIAL SECURITIES MARKETING Service code 55	Other Commissions	$1,377
M FINANCIAL SECURITIES MARKETING IN6 years Service code 55 1125 NW COUCH ST STE 900 · PORTLAND, OR 97209	Other Commissions	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$47K

$177 / participant

Recordkeeping$14K30.2%
Investment mgmt$30K63.0%
Contract admin$3K6.8%

% of EOY assets

0.528%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: TORRILLO & ASSOCIATES, LLC
Auditor EIN: 830414789
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,788

$50,815-41.4%

$155,509-80.8%

$77,643-61.6%

Participation rate

86.8%

63.1%+23.7pp

78.2%+8.6pp

70.6%+16.2pp

Annual return

26.17%

34.80%-8.6pp

64.67%-38.5pp

31.24%-5.1pp

Employer contribution / active EE

$1,887

$1,993-5.3%

$4,672-59.6%

$2,726-30.8%

Participant deferral / active EE

$2,468

$2,822-12.6%

$5,626-56.1%

$4,647-46.9%

Admin fee / account holder

$157

$437-64.0%

$15,912-99.0%

$430-63.5%

Provider

Service type

Compensation

M HOLDING SECURITIES, INC.2 years

Filed as: M HOLDING SECURITIES, INC

Service code 27 · EIN 91-1802259

P.O BOX 2207 · PORTLAND, OR 97208

Advisory (Plan)

$29,608

JPMORGAN INVEST HOLDINGS LLC2 years

Service code 64

383 MADISON AVE · NEW YORK, NY 10179

Recordkeeping Fees

$14,170

THE MANDMARBLESTONE GROUP LLC1 year

Filed as: THE MANDMARBLESTONE GROUP LL

Service code 13

ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083

Contract Administrator

$3,210

M FINANCIAL SECURITIES MARKETING IN3 years

Filed as: M FINANCIAL SECURITIES MARKETING

Service code 55

Other Commissions

$1,377

M FINANCIAL SECURITIES MARKETING IN6 years

Service code 55

1125 NW COUCH ST STE 900 · PORTLAND, OR 97209

Other Commissions

SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion