# Spear Physical Therapy PLLC 401(k) Plan
Source: https://planprovider.pro/companies/spear-physical-therapy-pllc-401k-plan

> Spear Physical Therapy PLLC's 401(k) plan: 889 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spear Physical Therapy PLLC

- **Sponsor EIN:** 202775993

- **Sponsor Address:** 307 5TH AVE, 6TH FLOOR, NEW YORK, NY, 10016

- **Plan Type:** 401(k)

- **Total Participants:** 889

- **Total Assets:** $15.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|889|$15.3M|$576,057|$2.6M|

| 2023|633|$11.0M|$410,668|$1.6M|

| 2022|467|$7.6M|$366,319|$1.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$28,506|—|$28,506|

| EQUITABLE ADVISORS LLC|ADVISOR|$23,795|—|$23,795|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EQUITABLE ADVISORS LLC](https://planprovider.pro/provider/equitable) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,301

- **Estimated Expense Ratio:** 0.342% 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|$56,705|$28,199|—|—|—|

| 2023|$42,439|$19,166|—|—|—|

| 2022|$33,696|$2,106|—|—|—|

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