Plan Snapshot
- Plan Sponsor: Humpal Physical Therapy P.C.
- Sponsor EIN: 742681791
- Sponsor Address: 5026 DEEPWOOD CIR, CORPUS CHRISTI, TX, 78415
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $4.7M
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 | 188 | $4.7M | $449,439 | $290,923 |
| 2023 | 193 | $3.7M | $103,044 | $248,753 |
| 2022 | 69 | $5.6M | $225,305 | $103,044 |
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 |
|---|---|---|---|---|
| PARK FOWLER & CO., PLLC | 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 | $96,224 | $96,224 | — | — | — |
| 2023 | $83,794 | $83,794 | — | — | — |
| 2022 | $56,822 | $56,822 | — | — | — |