Plan Snapshot
- Plan Sponsor: Pt Services Rehabilitation INC
- Sponsor EIN: 341222395
- Sponsor Address: 2550 S STATE ROUTE 100, TIFFIN, OH, 448839356
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $22.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 230 | $22.6M | $275,161 | $842,087 |
| 2023 | 266 | $21.6M | $287,308 | $939,054 |
| 2022 | 261 | $16.9M | $293,292 | $971,946 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $31,435 | — | $31,435 |
| GLOBAL RETIREMENT PARTNERS | ADVISOR | $22,023 | — | $22,023 |
| PEASE BELL CPAS LLC | AUDITOR | $15,600 | — | $15,600 |
| BROUSE MCDOWELL | ATTORNEY | — | $10,500 | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS — ADVISOR
- PEASE BELL CPAS LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,558
- Estimated Expense Ratio: 0.352% 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 | $56,246 | $22,023 | $33,363 | — | — |
| 2023 | $44,879 | $12,813 | $31,206 | — | — |
| 2022 | $19,864 | $6,000 | $13,864 | — | — |