Plan Ledger DOL Form 5500 · updated monthly

Anb-Ptsma Holdings, Inc.401(k)

PHYSICAL THERAPY & SPORTS MEDICINE CENTERS 401(K) PLAN · WEST HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Anb-Ptsma Holdings, Inc. reported $103,623 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,148 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 0.62% to 0.53%. 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 528th-largest of 1,106 plans among Connecticut employers on file, and the 3,469th of 11,911 in health care & social assistance. In 2024, employees put in $2.71 for every $1.00 the employer contributed; active participation has grown from 235 to 289 since 2022.

Plan summary
Net assets, end of year$21,762,169
Participants with balances336
Active participants289
Employer contributions$620,638
Employee contributions$1,684,143
Employer contribution per active participant$2,148
Average account balance$64,768
Benefits paid to participants$550,873
Plan auditUnmodified (clean) audit opinion
AuditorSRC CERTIFIED PUBLIC ACCOUNTANTS PC
Plan history3
Yearassets · accounts · employer contribution
2024$21.8M · 336 accts · $621K emplr
2023$17.5M · $556K emplr
2022$13.2M · 286 accts · $432K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$103,623
Total administrative$103,623
The Anb-Ptsma Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,148
Median for plans this size$2,416
2024$2,148 per active participant
2023$2,074 per active participant
2022$1,839 per active participant

Anb-Ptsma Holdings, Inc.'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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$2,152
CONNECTICUT WEALTH MNGMT · Investment advisory (participants)indirect comp

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$103,623 · 0.53%
2023$95,877 · 0.62%
2022$84,654 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
The Eye Care Group, P.C. CT$22.5M · 0.47%
The Connection, Inc. CT$21.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061569920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.