Plan Snapshot
- Plan Sponsor: Advanced Physical Therapy & Sports Medicine
- Sponsor EIN: 391930290
- Sponsor Address: 2105 EAST ENTERPRISE AVE, APPLETON, WI, 54913
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $11.0M
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. |
|---|---|---|---|---|
| 2024 | 119 | $11.0M | $220,038 | $594,474 |
| 2023 | 117 | $9.4M | $215,980 | $530,863 |
| 2022 | 109 | $7.0M | $206,064 | $503,609 |
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 |
|---|---|---|---|---|
| REILLY, PENNER & BENTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — Auditor
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 | $36,296 | — | — | — | — |
| 2023 | $33,765 | — | — | — | — |
| 2022 | $29,080 | — | — | — | — |