# Golden Bear Physical Therapy Sports Injury Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/golden-bear-physical-therapy-sports-injury-center-inc-401k-plan

> Golden Bear Physical Therapy Sports Injury Center, INC.'s 401(k) plan: 1,260 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RETAINED BY PLAN SPONSOR

- [PLANTE & MORAN PLLC](https://planprovider.pro/provider/plante-and-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|—|—|

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