Plan Snapshot
- Plan Sponsor: Access Physical Therapy & Wellne
- Sponsor EIN: 872877421
- Sponsor Address: 16 MAYBROOK ROAD, CAMPBELL PARK, NY, 10916
- Plan Type: 401(k)
- Total Participants: 367
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 367 | $4.0M | $212,243 | $1.2M |
| 2022 | 310 | $2.2M | $219,433 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $33,988 | — | $33,988 |
| FOCUSED WEALTH MANAGEMENT | INVESTMENT/FINANCIAL ADVI | $13,384 | — | $13,384 |
| RBT CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,372
- Estimated Expense Ratio: 1.179% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $23,688 | $6,693 | — | — | — |
| 2022 | $15,036 | — | — | — | — |