Retirement plan

ADVANCED REHAB & SPORTS MEDICINE SERVICES 401(K) PLAN

Name: ADVANCED PHYSICAL THERAPY SERVICES, LTD. - ADVANCED REHAB & SPORTS MEDICINE SERVICES 401(K) PLAN (2024) Form 5500
Creator: ADVANCED PHYSICAL THERAPY SERVICES, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED REHAB & SPORTS MEDICINE SERVICES 401(K) PLAN, ADVANCED PHYSICAL THERAPY SERVICES, LTD.

ADVANCED PHYSICAL THERAPY SERVICES, LTD.EIN 37-1365409Plan #001PY 2024

135 NORTH WILLIAMSBURG DRIVE - BLOOMINGTON, IL 61704309-661-8823

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.3M

+10.7% from 2023

Total participants

131

-7.1% from 2023

Average account balance

$100,202

+18.5% from 2023

Annual return

13.27%

-6.76 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.32M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

113

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.

74.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$451K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$338

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 7 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969	Contract Administrator	$34,200
DODGE & COX10+ years Service code 52	Indirect Investment Fees	$0
FEDERATED6 years Filed as: FEDERATED INVESTORS INC Service code 52	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL6 years Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52	Indirect Investment Fees	$0
JP MORGAN INVESTMENT MANAGEMENT INC8 years Service code 52	Indirect Investment Fees	$0
NEUBERGER BERMAN10+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP INC Service code 52	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3F

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$38K

$537 / participant

Recordkeeping$6K15.2%
Trustee / custodial$4K10.4%
Contract admin$28K74.5%

% of EOY assets

0.337%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: STRIEGEL KNOBLOCH & CO
Auditor EIN: 371122831
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$100,202

$81,276+23.3%

$155,574-35.6%

$80,925+23.8%

Participation rate

74.6%

66.2%+8.4pp

78.2%-3.6pp

67.7%+7.0pp

Annual return

13.27%

33.36%-20.1pp

64.87%-51.6pp

35.65%-22.4pp

Employer contribution / active EE

$2,124

$3,103-31.6%

$4,676-54.6%

$2,756-22.9%

Participant deferral / active EE

$4,232

$3,453+22.6%

$5,629-24.8%

$4,299-1.5%

Admin fee / account holder

$338

$7,993-95.8%

$15,914-97.9%

$6,940-95.1%

Provider

Service type

Compensation

NEWPORT GROUP, INC.3 years

Service code 13 · EIN 27-2037969

Contract Administrator

$34,200

DODGE & COX10+ years

Service code 52

Indirect Investment Fees

FEDERATED6 years

Filed as: FEDERATED INVESTORS INC

Service code 52

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL6 years

Filed as: FIDELITY MANAGEMENT & RESEARCH CO

Service code 52

Indirect Investment Fees

JP MORGAN INVESTMENT MANAGEMENT INC8 years

Service code 52

Indirect Investment Fees

NEUBERGER BERMAN10+ years

Filed as: NEUBERGER BERMAN MANAGEMENT LLC

Service code 52

Indirect Investment Fees

THE VANGUARD GROUP, INC.6 years

Filed as: THE VANGUARD GROUP INC

Service code 52

Indirect Investment Fees

ADVANCED REHAB & SPORTS MEDICINE SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED REHAB & SPORTS MEDICINE 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