# Shippensburg Physical Therapy & Sports Medicine, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/shippensburg-physical-therapy-sports-medicine-llc-205652523-501

> Shippensburg Physical Therapy & Sports Medicine, LLC's Health & Welfare plan: 28 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shippensburg Physical Therapy & Sports Medicine, LLC

- **Sponsor EIN:** 205652523

- **Sponsor Address:** 20 PARK PLACE, SHIPPENSBURG, PA, 17257

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 28

- **Total Assets:** $42,833

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|28|$42,833|$145,759|$40,818|

| 2023|24|$10,117|-$23,968|$37,293|

| 2022|19|$4,869|$116,182|$37,293|

## 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|

| STRICKLER AGENCY, INC.|Investment Advisor|$9,270|—|$9,270|

| THE BENECON GROUP|Investment Advisor|$7,945|—|$7,945|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,215

- **Estimated Expense Ratio:** 40.191% 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|$150,775|—|—|—|—|

| 2023|$16,439|—|—|—|—|

| 2022|$157,178|—|—|—|—|

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