# Hulst-Jepsen Physical Therapy 401(k) Plan
Source: https://planprovider.pro/companies/hulst-jepsen-physical-therapy-401k-plan

> Hulst-Jepsen Physical Therapy's 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hulst-Jepsen Physical Therapy

- **Sponsor EIN:** 300002044

- **Sponsor Address:** 2120 43RD ST SE SUITE 100, GRAND RAPIDS, MI, 495083712

- **Plan Type:** 401(k)

- **Total Participants:** 143

- **Total Assets:** $10.0M

## 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|143|$10.0M|$504,265|$586,310|

| 2023|133|$7.6M|$396,382|$455,198|

| 2022|117|$6.9M|$316,767|$371,335|

## 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|

| RAYMOND JAMES FINANCIAL SERVICES|BROKER/ADVISOR|—|$17,552|$17,552|

| GLOBAL RETIREMENT PARTNERS, LLC|INVESTMENT ADVISOR|$14,279|—|$14,279|

| KDP RETIREMENT PLAN SERVICES|TPA-CONTRACT ADMIN|$396|$5,400|$5,796|

| HUNGERFORD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [HUNGERFORD](https://planprovider.pro/provider/hungerford-nichols) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $37,627

- **Estimated Expense Ratio:** 0.375% 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|$2,270|—|$2,270|—|—|

| 2023|$1,337|—|$1,337|—|—|

| 2022|$205|—|$205|—|—|

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