Plan Snapshot
- Plan Sponsor: Elliott Physical Therapy INC
- Sponsor EIN: 464425876
- Sponsor Address: 475 ADAMS STREET, MILTON, MA, 02186
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $2.9M
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 | 95 | $2.9M | $185,738 | $450,151 |
| 2023 | 122 | $2.2M | $172,412 | $468,207 |
| 2022 | 110 | $1.4M | $136,620 | $379,316 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $9,431 | — | $9,431 |
| ROCKLAND TRUST CO. | Investment Advisor | $8,387 | — | $8,387 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,818
- Estimated Expense Ratio: 0.620% of plan assets
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 | $17,818 | $15,820 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |