Plan Ledger DOL Form 5500 · updated monthly

Elliott Physical Therapy Inc401(k)

ELLIOTT PHYSICAL THERAPY INC 401K PROFIT SHARING PLAN AND TR · MILTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Elliott Physical Therapy Inc reported $17,818 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $1,955 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,503rd of 2,726), and 9,355th of 11,911 in health care & social assistance. In 2024, employees put in $2.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,872,639
Participants with balances128
Active participants95
Employer contributions$185,738
Employee contributions$450,151
Employer contribution per active participant$1,955
Average account balance$22,442
Benefits paid to participants$324,567
Plan auditUnmodified (clean) audit opinion
AuditorLITMANGERSON ASSOCIATES, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,998
Investment management$15,820
Total administrative$17,818
The Elliott Physical Therapy Inc 401(k) match · 2024
Employer contribution per active participant$1,955
Median for plans this size$1,313

Elliott Physical Therapy Inc's 2024 employer contribution ran above the $1,313 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
ADP, INC. · Loan processing · Recordkeeping$9,431
ROCKLAND TRUST CO. · Recordkeeping · Trustee$8,387

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

Administrative cost history1
2024$17,818 · 0.70%
Similar plansHealth Care & Social Assistance · Massachusetts
Henry C. Nevins Home Inc. MA$2.9M · 1.18%
Holistic Industries Inc. MA$2.8M · 1.66%
Copley at Stoughton MA$2.7M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464425876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.