Plan Snapshot
- Plan Sponsor: Therapynotes, LLC
- Sponsor EIN: 273370857
- Sponsor Address: 630 DRESHER ROAD, HORSHAM, PA, 19044
- Plan Type: 401(k)
- Total Participants: 401
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 401 | $11.4M | $1.5M | $1.8M |
| 2023 | 289 | $6.9M | $956,899 | $1.2M |
| 2022 | 195 | $3.9M | $661,290 | $731,185 |
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 |
|---|---|---|---|---|
| FISCHER DORWART, PC | 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 | $95,473 | — | $25,939 | — | — |
| 2023 | $58,668 | — | — | — | — |
| 2022 | $36,523 | $14,852 | $21,671 | — | — |