Plan Snapshot
- Plan Sponsor: Orthopedic And Sports Physical Therapy Associates, INC.
- Sponsor EIN: 251570641
- Sponsor Address: 4325 STATE ROUTE 51N, ROSTRAVER TOWNSHIP, PA, 15012
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $37.1M
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 | 238 | $37.1M | $548,170 | $1.0M |
| 2023 | 230 | $31.7M | $509,381 | $1.1M |
| 2022 | 236 | $26.5M | $502,900 | $1.1M |
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 |
|---|---|---|---|---|
| GUTHRIE, BELCZYK & ASSOCIATES, PC | 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 | $75,756 | $45,000 | — | — | — |
| 2023 | $80,160 | $45,000 | — | $5,000 | — |
| 2022 | $84,134 | $84,134 | — | — | — |