Plan Snapshot
- Plan Sponsor: Healthcare Therapy Services, INC.
- Sponsor EIN: 351754098
- Sponsor Address: 1500 AMERICAN WAY, GREENWOOD, IN, 461436478
- Plan Type: 401(k)
- Total Participants: 470
- Total Assets: $21.7M
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 | 470 | $21.7M | $275,282 | $930,574 |
| 2023 | 377 | $19.3M | $274,512 | $837,162 |
| 2022 | 398 | $16.5M | $258,983 | $794,590 |
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 |
|---|---|---|---|---|
| PILE CPAS | Auditor | — | — | $0 |
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 | $105,169 | $41,226 | $63,943 | — | — |
| 2023 | $91,135 | $34,468 | $56,667 | — | — |
| 2022 | $90,760 | $34,513 | $56,247 | — | — |