# Kinetic Physical Therapy And Wellness, INC 401(k) Plan
Source: https://planprovider.pro/companies/kinetic-physical-therapy-and-wellness-inc-401k-plan

> Kinetic Physical Therapy And Wellness, INC's 401(k) plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kinetic Physical Therapy And Wellness, INC

- **Sponsor EIN:** 272760356

- **Sponsor Address:** 1540 EAST ARLINGTON BLVD, GREENVILLE, NC, 27858

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

- **Total Participants:** 284

- **Total Assets:** $6.2M

## 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|284|$6.2M|$531,135|$701,765|

| 2023|158|$4.5M|$18,553|$663,212|

| 2022|189|$3.3M|$196,197|$425,144|

## 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|

| BARROW, PARRIS AND DAVENPORT, PA CP|Auditor|$12,600|—|$12,600|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,600

- **Estimated Expense Ratio:** 0.204% 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|$59,485|$22,115|—|$12,600|—|

| 2023|$34,624|$13,665|—|—|—|

| 2022|$20,704|$14|—|—|—|

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