Plan Ledger DOL Form 5500 · updated monthly

Rock Valley Physical Therapy Center401(k)

ROCK VALLEY PHYSICAL THERAPY CENTER 401(K) PROFIT SHARING PLAN · MOLINE, IL · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Rock Valley Physical Therapy Center reported $74,206 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,303 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 0.12% 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 916th-largest of 3,702 plans among Illinois employers on file, and the 1,876th of 11,911 in health care & social assistance. In 2024, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,956,360
Participants with balances463
Active participants389
Employer contributions$895,687
Employee contributions$2,054,717
Employer contribution per active participant$2,303
Average account balance$107,897
Benefits paid to participants$1,862,657
Plan auditUnmodified (clean) audit opinion
AuditorCARPENTIER, MITCHELL, GODDARD AND C
Plan history3
Yearassets · accounts · employer contribution
2024$50.0M · 463 accts · $896K emplr
2023$42.9M · 443 accts · $2.0M emplr
2022$33.7M · 432 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Investment management$29,563
Trustee / custodial$14,221
Total administrative$74,206
The Rock Valley Physical Therapy Center 401(k) match · 2024
Employer contribution per active participant$2,303
Median for plans this size$2,416
2024$2,303 per active participant
2023$5,401 per active participant
2022$4,065 per active participant

Rock Valley Physical Therapy Center'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
AVANTAX RETIREMENT PLAN SERVICES · Recordkeeping · Consulting$74,206

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

Recordkeeper by year2
2024AVANTAX RETIREMENT PLAN SERVICES
2023AVANTAX RETIREMENT PLAN SERVICES

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

Administrative cost history3
2024$74,206 · 0.16%
2023$48,640 · 0.13%
2022$45,783 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Addus Healthcare, Inc. IL$48.2M · 0.76%
Experity, Inc. IL$47.5M · 0.03%
Medcor, Inc. IL$47.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363311720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.