# U.S. Physical Therapy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/u-s-physical-therapy-inc-401k-plan-003

> U.S. Physical Therapy, INC.'s 401(k) plan: 994 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/melton-and-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|

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