# Aptihealth Medical, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/aptihealth-medical-pllc-plan

> Aptihealth Medical, PLLC's 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aptihealth Medical, PLLC

- **Sponsor EIN:** 475066418

- **Sponsor Address:** 268 BROADWAY, SARATOGA SPRINGS, NY, 12866

- **Plan Type:** 401(k)

- **Total Participants:** 127

- **Total Assets:** $1.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|127|$1.5M|$143,218|$477,838|

| 2023|107|$1.2M|$624|$496,071|

| 2022|155|$691,574|$0|$472,497|

## 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|

| UHY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UHY LLP](https://planprovider.pro/provider/uhy-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|$2,143|$1,079|—|—|—|

| 2023|$2,687|$727|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Steuben Churchpeople Against Poverty INC Dba Arbor Housing Development](https://planprovider.pro/companies/steuben-churchpeople-against-poverty-inc-dba-arbor-housing-development-401k-plan) — 116 participants

- [Union Community Health Center,](https://planprovider.pro/companies/union-community-health-center-inc-plan) — 155 participants

- [University Psychiatric Practice, INC.](https://planprovider.pro/companies/university-psychiatric-practice-inc-403b-plan) — 79 participants

- [Advantagecare Physicians, P.C.](https://planprovider.pro/companies/advantagecare-physicians-p-c-plan-003) — 216 participants

- [Mental Health America Of Dutchess County, INC](https://planprovider.pro/companies/mental-health-america-of-dutchess-county-inc-401k-plan) — 232 participants

- [Am Pulmonary Care PC](https://planprovider.pro/companies/am-pulmonary-care-pc-plan-002) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aptihealth-medical-pllc-plan)

© 2026 PlanProvider.Pro