# Vargo Physical Therapy INC 401(k) Plan
Source: https://planprovider.pro/companies/vargo-physical-therapy-inc-401k-plan

> Vargo Physical Therapy INC&#39;s 401(k) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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