Plan Snapshot
- Plan Sponsor: Agile Physical Therapy, INC.
- Sponsor EIN: 850486358
- Sponsor Address: 3825 EL CAMINO REAL, PALO ALTO, CA, 94306
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $24.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 198 | $24.7M | $597,716 | $2.1M |
| 2023 | 158 | $20.3M | $583,969 | $1.9M |
| 2022 | 156 | $15.1M | $574,112 | $1.5M |
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 |
|---|---|---|---|---|
| YULISHANA, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YULISHANA, INC. — 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 | $36,662 | $3,560 | — | — | — |
| 2023 | $26,959 | $2,009 | — | — | — |
| 2022 | $23,327 | $1,324 | — | — | — |