Plan Snapshot
- Plan Sponsor: U.S. Physical Therapy, INC.
- Sponsor EIN: 760364866
- Sponsor Address: 1300 W. SAM HOUSTON PKWY, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 994
- Total Assets: $43.4M
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 | 994 | $43.4M | $436,717 | $2.8M |
| 2023 | 971 | $38.8M | $373,279 | $2.6M |
| 2022 | 949 | $32.5M | $379,590 | $2.5M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $58,342 | — | $58,342 |
| MBG RETIREMENT | NONE | $29,744 | — | $29,744 |
| MELTON & MELTON LLP | NONE | $13,000 | — | $13,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELTON & MELTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,086
- Estimated Expense Ratio: 0.233% 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 | $121,580 | — | — | $13,000 | — |
| 2023 | $108,570 | — | — | $12,000 | — |
| 2022 | $99,607 | — | — | — | $20,375 |