# Access Physical Therapy & Wellne 401(k) Plan
Source: https://planprovider.pro/companies/access-physical-therapy-wellne-401k-plan

> Access Physical Therapy & Wellne's 401(k) plan: 367 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — 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|—|—|—|—|

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