Plan Snapshot
- Plan Sponsor: Therapy Partner Solutions Holding,
- Sponsor EIN: 813422998
- Sponsor Address: PO BOX 1975, ROME, GA, 30161
- Plan Type: 401(k)
- Total Participants: 769
- Total Assets: $21.8M
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 | 769 | $21.8M | $716,590 | $2.5M |
| 2023 | 720 | $15.7M | $524,355 | $1.9M |
| 2022 | 584 | $12.2M | $445,945 | $1.6M |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,925 | — | $3,375 | — | — |
| 2023 | $8,197 | — | $4,500 | — | — |
| 2022 | $14,150 | — | — | — | — |