# Pt Services Rehabilitation INC 401(k) Plan
Source: https://planprovider.pro/companies/pt-services-rehabilitation-inc-401k-plan

> Pt Services Rehabilitation INC's 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [PEASE BELL CPAS LLC](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Concept Rehab, INC.](https://planprovider.pro/companies/concept-rehab-inc-401k-plan) — 577 participants

- [Cora Health Services, INC.](https://planprovider.pro/companies/cora-health-services-inc-401k-plan) — 1,714 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pt-services-rehabilitation-inc-401k-plan)

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