Retirement plan

THE REHAB CONTINUUM 401(K) RETIREMENT SAVINGS PLAN

Name: THE REHAB CONTINUUM, INC. - THE REHAB CONTINUUM 401(K) RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: THE REHAB CONTINUUM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE REHAB CONTINUUM 401(K) RETIREMENT SAVINGS PLAN, THE REHAB CONTINUUM, INC.

THE REHAB CONTINUUM, INC.EIN 31-1303075Plan #001PY 2025

10921 REED HARTMAN HWY, SUITE 133 - CINCINNATI, OH 45242513-984-8070therehabcontinuum.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$5.4M

+6.9% from 2024

Total participants

213

+8.7% from 2024

Average account balance

$28,461

-0.5% from 2024

Annual return

11.16%

-2.49 pp from 2024

Benchmarks

See 262 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort262 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.35M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

188

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.

82.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$330K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$78

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, CO 45263	Advisory (Plan)	$12,759
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111	Investment Management	$12,659
LATITUDE SERVICE COMPANY INC3 years Service code 13 1500 N OAK DR · PLYMOUTH, IN 46563	Contract Administrator	$1,803
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$651

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$15K

$104 / participant

Contract admin$15K100.0%

% of EOY assets

0.274%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ANDERS MINKLER HUBER & HELM LLP
Auditor EIN: 430831507
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,461

$90,107-68.4%

$182,262-84.4%

$69,733-59.2%

Participation rate

82.3%

64.8%+17.4pp

84.2%-1.9pp

62.5%+19.8pp

Annual return

11.16%

95.58%-84.4pp

140.60%-129.4pp

15.22%-4.1pp

Employer contribution / active EE

$3,043-100.0%

$5,046-100.0%

$2,250-100.0%

Participant deferral / active EE

$2,338

$5,135-54.5%

$8,276-71.8%

$3,054-23.5%

Admin fee / account holder

$78

$3,377-97.7%

$16,712-99.5%

$3,102-97.5%

Provider

Service type

Compensation

FIFTH THIRD BANK RETIREMENT SERVICE10+ years

Filed as: FIFTH THIRD BANK

Service code 27

38 FOUNTAIN SQ PLZ · CINCINNATI, CO 45263

Advisory (Plan)

$12,759

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111

Investment Management

$12,659

LATITUDE SERVICE COMPANY INC3 years

Service code 13

1500 N OAK DR · PLYMOUTH, IN 46563

Contract Administrator

$1,803

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$651

THE REHAB CONTINUUM 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE REHAB CONTINUUM 401(K) RETIREMENT SAVINGS 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