Plan Snapshot
- Plan Sponsor: Select Pt, Ot & Slp Rehabilitation
- Sponsor EIN: 263531640
- Sponsor Address: 80 STATE STREET, ALBANY, NY, 122072543
- Plan Type: 401(k)
- Total Participants: 503
- Total Assets: $5.9M
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 | 503 | $5.9M | $0 | $694,868 |
| 2023 | 543 | $5.1M | $0 | $696,846 |
| 2022 | 665 | $4.1M | $0 | $771,588 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL, LLC | INVESTMENT ADVISOR | $18,368 | — | $18,368 |
| FGMK, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,368
- Estimated Expense Ratio: 0.310% 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 | $20,118 | $18,368 | — | — | — |
| 2023 | $18,034 | $15,132 | — | — | — |
| 2022 | $15,035 | — | $15,035 | — | — |