Plan Ledger DOL Form 5500 · updated monthly

Agile Physical Therapy, Inc.401(k)

AGILE 401(K) PLAN · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Agile Physical Therapy, Inc. reported $36,662 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $3,019 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 rose from 0.15% to 0.16%. 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 the 3,139th-largest of 9,483 plans among California employers on file, and the 3,187th of 11,911 in health care & social assistance. In 2024, employees put in $3.53 for every $1.00 the employer contributed; active participation has grown from 156 to 198 since 2022.

Plan summary
Net assets, end of year$24,653,534
Participants with balances235
Active participants198
Employer contributions$597,716
Employee contributions$2,110,454
Employer contribution per active participant$3,019
Average account balance$104,909
Benefits paid to participants$1,379,556
Plan auditUnmodified (clean) audit opinion
AuditorYULISHANA, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$24.7M · 235 accts · $598K emplr
2023$20.3M · 211 accts · $584K emplr
2022$15.1M · 188 accts · $574K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,102
Investment management$3,560
Total administrative$36,662
The Agile Physical Therapy, Inc. 401(k) match · 2024
Employer contribution per active participant$3,019
Median for plans this size$2,416
2024$3,019 per active participant
2023$3,696 per active participant
2022$3,680 per active participant

Agile Physical Therapy, Inc.'s 2024 employer contribution ran above 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,102

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$36,662 · 0.16%
2023$26,959 · 0.15%
2022$23,327 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · California
Congress Associates, Inc. CA$25.1M · 0.20%
Sac Health System CA$25.1M · 0.87%
Foothill Family Service CA$24.8M · 0.25%
Mdxhealth, Inc. CA$24.6M · 0.17%
Techsoup Global CA$24.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850486358 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.