Plan Ledger DOL Form 5500 · updated monthly

Lhm Physical Therapy Institute LLC401(k)

LHM PHYSICAL THERAPY 401(K) PLAN · HARRISBURG, PA · plan year 2025

Reported admin expense ratio · 2025
0.92%

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

Lhm Physical Therapy Institute LLC reported $22,622 in plan administrative expenses for 2025: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,134 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 1 year on file its reported administrative ratio rose from 0.32% to 0.92%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,131st of 3,651), and 9,033rd of 11,911 in health care & social assistance. In 2025, employees put in $3.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,314,811
Participants with balances206
Active participants209
Employer contributions$237,054
Employee contributions$745,984
Employer contribution per active participant$1,134
Average account balance$16,091
Benefits paid to participants$32,770
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$3.3M · 206 accts · $237K emplr
2024$1.6M · 156 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$15,506
Investment management$7,116
Total administrative$22,622
The Lhm Physical Therapy Institute LLC 401(k) match · 2025
Employer contribution per active participant$1,134
Median for plans this size$1,464

Lhm Physical Therapy Institute LLC's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
RAYMOND JAMES · Investment advisory (plan)$7,116
PA RETIREMENT SOLUTIONS · Contract administrator$5,418

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

Administrative cost history2
2025$22,622 · 0.92%
2024$5,126 · 0.32%
Similar plansHealth Care & Social Assistance · Pennsylvania
Livengrin Foundation PA$3.3M · 1.27%
Lutheran Home at Kane PA$3.3M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 923116865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.