Freedom Physical Therapy Services, Sc 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Freedom Physical Therapy Services, Sc
  • Sponsor EIN: 391893583
  • Sponsor Address: 6908 NORTH SANTA MONICA BLVD, FOX POINT, WI, 53217
  • Plan Type: 401(k)
  • Total Participants: 60
  • Total Assets: $5.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202460$5.8M$0$266,143
202353$4.8M$0$228,319
202223$3.7M$0$123,153

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