Retirement plan

ADVANTAGE THERAPY SERVICES 401 K PLAN

Name: ADVANTAGE THERAPY SERVICE - ADVANTAGE THERAPY SERVICES 401 K PLAN (2025) Form 5500
Creator: ADVANTAGE THERAPY SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANTAGE THERAPY SERVICES 401 K PLAN, ADVANTAGE THERAPY SERVICE

ADVANTAGE THERAPY SERVICEEIN 20-0572358Plan #001PY 2025

17094 AIRLINE HWY - PRAIRIEVILLE, LA 70769225-677-8400LinkedIn1-10 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.3M

+23.2% from 2024

Total participants

+33.3% from 2024

Average account balance

$146,330

+23.2% from 2024

Annual return

18.10%

+4.88 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$146K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.10%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$45

$3 / participant

Other / not subdivided$45100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$146,330

$181,062-19.2%

$158,223-7.5%

$155,188-5.7%

Participation rate

0.0%

82.7%-82.7pp

79.2%-79.2pp

80.8%-80.8pp

Annual return

18.10%

57.39%-39.3pp

52.09%-34.0pp

148.84%-130.7pp

Employer contribution / active EE

$936

$4,565-79.5%

$4,109-77.2%

$4,248-78.0%

Participant deferral / active EE

$2,703

$6,134-55.9%

$5,467-50.6%

$6,531-58.6%

Admin fee / account holder

$18,825-100.0%

$16,047-100.0%

$14,480-100.0%

ADVANTAGE THERAPY SERVICES 401 K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANTAGE THERAPY SERVICES 401 K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion