Plan Snapshot
- Plan Sponsor: Rock Valley Physical Therapy Center
- Sponsor EIN: 363311720
- Sponsor Address: 850 43RD AVE SUITE 100, MOLINE, IL, 61265
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $50.0M
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 | 389 | $50.0M | $895,687 | $2.1M |
| 2023 | 364 | $42.9M | $2.0M | $2.0M |
| 2022 | 370 | $33.7M | $1.5M | $1.9M |
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 |
|---|---|---|---|---|
| AVANTAX RETIREMENT PLAN SERVICES | NA | $74,206 | — | $74,206 |
| CARPENTIER, MITCHELL, GODDARD AND C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,206
- Estimated Expense Ratio: 0.149% 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 | $74,206 | $29,563 | — | — | — |
| 2023 | $48,640 | $20,985 | — | — | — |
| 2022 | $45,783 | — | — | — | — |