# Professional Therapy Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/professional-therapy-services-inc-401k-plan

> Professional Therapy Services, INC.'s 401(k) plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Professional Therapy Services, INC.

- **Sponsor EIN:** 371087415

- **Sponsor Address:** 2900 FRANK SCOTT PARKWAY WEST, BELLEVILLE, IL, 622235007

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

- **Total Participants:** 330

- **Total Assets:** $22.3M

## 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|330|$22.3M|$161,156|$1.2M|

| 2023|339|$19.8M|$145,666|$1.1M|

| 2022|317|$17.2M|$130,112|$1.0M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$77,159|—|$77,159|

| WELLS FARGO CLEARING SVCES(WF ADVS)|INVESTMENT ADVISORY|$52,823|—|$52,823|

| CJ SCHLOSSER & COMPANY LLC|AUDITOR|$17,588|—|$17,588|

| CLIFTONLARSONALLEN LLP|Auditor|$17,588|—|$17,588|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $165,158

- **Estimated Expense Ratio:** 0.742% 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|$147,570|$52,823|$77,159|$17,588|—|

| 2023|$128,744|$45,657|$67,337|$15,750|—|

| 2022|$127,487|$45,793|$69,793|—|$11,901|

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