Fox Management Rehabilitation Services 401(k) match, vesting and fees
What Fox Management Rehabilitation Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins Co | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Fox Management Rehabilitation Services: employer contribution per participant | $90 | |
| Peer median | $1,358 |
| Fox Management Rehabilitation Services: average balance | $28,719 | |
| Peer median | $44,442 |
| Fox Management Rehabilitation Services: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $84.3M at the end of plan year 2021 to $122M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,447 | $122M | $383K | $90 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 4,000 | $101M | $865K | $222 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 3,917 | $79M | $1.4M | $377 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 3,149 | $84.3M | $1.2M | $405 | 0.21% | Not published | Form 5500 ↗ |
Other Fox Management Rehabilitation Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Fox Management Rehabilitation Services LLC 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins Co | Schedule C ↗ |
| Independent auditor | Marcum LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Fox Management Rehabilitation Services match 401(k) contributions?
The match terms for the Fox Management Rehabilitation Services LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $383K in employer contributions, about $90 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fox Management Rehabilitation Services 401(k) match vested?
The vesting schedule for the Fox Management Rehabilitation Services LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fox Management Rehabilitation Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Ins Co. The plan administrator is Fox Management Rehabilitation Services LLC.
I left Fox Management Rehabilitation Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fox Management Rehabilitation Services LLC, (877) 407-3422) or the recordkeeper, Transamerica Financial Life Ins Co. The Fox Management Rehabilitation Services old 401(k) page lists the contacts from every plan filing. Find an old Fox Management Rehabilitation Services 401(k)
Data from the public Form 5500 annual reports Fox Management Rehabilitation Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Fox Management Rehabilitation Services. Not financial advice. Report a correction · Methodology