Plan Snapshot
- Plan Sponsor: Alliance Physical Therapy Group, LLC
- Sponsor EIN: 383496350
- Sponsor Address: 625 KENMOOR AVENUE SE, GRAND RAPIDS, MI, 49546
- Plan Type: 401(k)
- Total Participants: 1,195
- Total Assets: $40.5M
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 | 1,195 | $40.5M | $885,411 | $3.9M |
| 2023 | 1,004 | $32.5M | $927,727 | $3.2M |
| 2022 | 960 | $25.3M | $385,017 | $2.6M |
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 |
|---|---|---|---|---|
| REDPATH AND COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDPATH AND COMPANY, LLC — 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 | $129,715 | $46,250 | — | — | — |
| 2023 | $116,543 | $58,350 | — | — | — |
| 2022 | $32,922 | $1,507 | — | — | — |