Plan Snapshot
- Plan Sponsor: Indiana Physical Therapy, INC.
- Sponsor EIN: 351790012
- Sponsor Address: 4251 LAHMEYER ROAD, FORT WAYNE, IN, 46815
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $15.5M
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 | 144 | $15.5M | $447,501 | $457,518 |
| 2023 | 141 | $13.6M | $414,399 | $494,689 |
| 2022 | 136 | $13.5M | $413,687 | $505,594 |
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 |
|---|---|---|---|---|
| DULIN, WARD & DEWALD, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DULIN, WARD & DEWALD, INC. — Auditor
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 | $95,286 | — | $93,886 | — | — |
| 2023 | $87,820 | — | $86,017 | — | — |
| 2022 | $40,739 | — | — | — | $40,739 |