Plan Snapshot
- Plan Sponsor: Golden Bear Physical Therapy Sports Injury Center, INC.
- Sponsor EIN: 770581305
- Sponsor Address: 305 BANNER COURT, MODESTO, CA, 95356
- Plan Type: 401(k)
- Total Participants: 1,260
- Total Assets: $30.5M
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 | 1,260 | $30.5M | $1.9M | $4.3M |
| 2023 | 1,211 | $23.7M | $1.7M | $3.6M |
| 2022 | 1,105 | $16.0M | $1.2M | $2.9M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RETAINED BY PLAN SPONSOR | $68,502 | — | $68,502 |
| CREATIVE PLANNING, LLC | RETAINED BY PLAN SPONSOR | $37,129 | — | $37,129 |
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RETAINED BY PLAN SPONSOR
- PLANTE & MORAN PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,631
- Estimated Expense Ratio: 0.347% 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 | $105,631 | $37,129 | $68,502 | — | — |
| 2023 | $47,842 | $7,552 | — | — | — |
| 2022 | $140,422 | $68,233 | $66,414 | — | — |