# Ivyrehab Pt, Ot & Speech PLLC 401(k) Plan
Source: https://planprovider.pro/companies/ivyrehab-pt-ot-speech-pllc-401k-plan

> Ivyrehab Pt, Ot & Speech PLLC's 401(k) plan: 6,154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ivyrehab Pt, Ot & Speech PLLC

- **Sponsor EIN:** 800071212

- **Sponsor Address:** 1311 MAMARONECK AVENUE SUITE 140, WHITE PLAINS, NY, 10605

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

- **Total Participants:** 6,154

- **Total Assets:** $110.7M

## 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|6,154|$110.7M|-$11|$18.3M|

| 2023|5,095|$83.5M|$1.8M|$15.4M|

| 2022|4,119|$59.3M|$2.2M|$11.8M|

## 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|

| FAIRCOURT PARTNERS, LLC|INVESTMENT/FINANCIAL ADVI|$315,839|—|$315,839|

| ADP, INC.|RECORD KEEPER|$274,379|—|$274,379|

| BDG - CPA'S|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [BDG - CPA'S](https://planprovider.pro/provider/bdg-cpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $590,218

- **Estimated Expense Ratio:** 0.533% 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|$590,219|$315,839|—|—|—|

| 2023|$462,079|$233,756|—|—|—|

| 2022|$388,134|—|—|—|—|

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