# Terrio Therapy-Fitness, INC. 401(k) Plan
Source: https://planprovider.pro/companies/terrio-therapy-fitness-inc-401k-plan

> Terrio Therapy-Fitness, INC.'s 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Terrio Therapy-Fitness, INC.

- **Sponsor EIN:** 912073074

- **Sponsor Address:** 3400 CALLOWAY DRIVE SUITE 603, BAKERSFIELD, CA, 93312

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

- **Total Participants:** 181

- **Total Assets:** $10.9M

## 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|181|$10.9M|$221,073|$490,377|

| 2023|151|$9.2M|$214,057|$480,803|

| 2022|134|$7.2M|$199,056|$427,859|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$83,042|—|$83,042|

| AMERIPRISE FINANCIAL SERVICES INC|OTHER SERVICES|—|$31,865|$31,865|

| DANIELLS PHILLIPS VAUGHAN AND BOCK|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — OTHER SERVICES

- [DANIELLS PHILLIPS VAUGHAN AND BOCK](https://planprovider.pro/provider/daniells-phillips-vaughan-and-bock) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,907

- **Estimated Expense Ratio:** 1.052% 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|$83,042|—|$83,042|—|—|

| 2023|$65,664|—|$65,664|—|—|

| 2022|$60,788|—|$60,788|—|—|

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