Plan Ledger DOL Form 5500 · updated monthly

Advanced Physical Therapy & Sports Medicine401(k)

ADVANCED PHYSICAL THERAPY 401(K) PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.36%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Advanced Physical Therapy & Sports Medicine reported $36,296 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,849 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.40% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,230th of 1,936), and the 5,428th of 11,911 in health care & social assistance. In 2024, employees put in $2.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,995,400
Participants with balances129
Active participants119
Employer contributions$220,038
Employee contributions$594,474
Employer contribution per active participant$1,849
Average account balance$85,236
Benefits paid to participants$398,406
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 129 accts · $220K emplr
2023$9.4M · 143 accts · $216K emplr
2022$7.0M · 130 accts · $206K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,296
Total administrative$36,296
The Advanced Physical Therapy & Sports Medicine 401(k) match · 2024
Employer contribution per active participant$1,849
Median for plans this size$2,416
2024$1,849 per active participant
2023$1,846 per active participant
2022$1,890 per active participant

Advanced Physical Therapy & Sports Medicine's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHNSON BANK · Trustee · Investment advisory (plan)$36,296

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$36,296 · 0.36%
2023$33,765 · 0.41%
2022$29,080 · 0.40%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Cherry Tree Dental LLC WI$10.4M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391930290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.