# Therapynotes, LLC 401(k) Plan
Source: https://planprovider.pro/companies/therapynotes-llc-401k-plan

> Therapynotes, LLC's 401(k) plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BENEFIT PLAN ADMIN SERVICES|NONE|$51,901|—|$51,901|

| CETERA ADVISORS LLC|NONE|$43,572|—|$43,572|

| FISCHER DORWART, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BENEFIT PLAN ADMIN SERVICES](https://planprovider.pro/provider/bpas) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,473

- **Estimated Expense Ratio:** 0.841% 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|$95,473|—|$25,939|—|—|

| 2023|$58,668|—|—|—|—|

| 2022|$36,523|$14,852|$21,671|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/therapynotes-llc-401k-plan)

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