Plan Snapshot
- Plan Sponsor: Advanced Physical Therapy Services, Ltd.
- Sponsor EIN: 371365409
- Sponsor Address: 135 NORTH WILLIAMSBURG DRIVE, BLOOMINGTON, IL, 61704
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 71 | $11.3M | $150,792 | $300,486 |
| 2023 | 76 | $10.2M | $157,604 | $296,921 |
| 2022 | 94 | $8.2M | $182,064 | $349,578 |
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 |
|---|---|---|---|---|
| STRIEGEL KNOBLOCH & CO | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $38,155 | — | $28,414 | — | — |
| 2023 | $36,648 | — | $31,569 | — | — |
| 2022 | $33,121 | — | $30,115 | — | $3,006 |