Plan Snapshot
- Plan Sponsor: Vargo Physical Therapy INC
- Sponsor EIN: 954783602
- Sponsor Address: 250 N WESTLAKE BLVD STE 130, WESTLAKE VILLAGE, CA, 913623786
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $12.5M
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 | 196 | $12.5M | $454,422 | $472,224 |
| 2023 | 182 | $10.0M | $393,589 | $394,636 |
| 2022 | 162 | $7.8M | $393,176 | $365,607 |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN AND VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN AND VAN TRIGT LLP — Auditor
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 | $34,759 | $11,157 | $22,742 | — | — |
| 2023 | $80,723 | $59,660 | $20,203 | — | — |
| 2022 | $72,489 | $55,713 | $16,776 | — | — |