401k Record

Employers › WebPT

WebPT 401(k)

Recordkeeping fees per participant · Webpt, Inc. 401(k) Plan · plan year 2024

$119.09

Higher than 66% of the 14,075 plans $10 to 50M that report it.

Source

= $95,745 / 804
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929170037NAL0005151475001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929170037NAL0005151475001, received 2025-09-29

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-29.

Cost and contributions

Administrative expenses excluding investment management, per participant

$119.29

10th: $15.36median $118.8890th: $340.63

Higher than 50% of the 24,371 plans $10 to 50M that report it.

Source

= $95,912 / 804
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929170037NAL0005151475001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929170037NAL0005151475001, received 2025-09-29

Administrative expenses per participant

$168.19

10th: $26.86median $197.2590th: $456.10

Higher than 43% of the 25,098 plans $10 to 50M that report it.

Source

= $135,224 / 804
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929170037NAL0005151475001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929170037NAL0005151475001, received 2025-09-29

Administrative expenses as a share of assets

0.447%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 76% of the 25,132 plans $10 to 50M that report it.

Source

= $135,224 / $30,217,866
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929170037NAL0005151475001, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929170037NAL0005151475001, received 2025-09-29

Employer contributions per participant

$1,661

10th: $664median $2,07490th: $4,751

Higher than 37% of the 24,050 plans $10 to 50M that report it.

Source

= $1,335,080 / 804
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929170037NAL0005151475001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929170037NAL0005151475001, received 2025-09-29

Employer share of total contributions

19.3%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 22% of the 24,084 plans $10 to 50M that report it.

Source

= $1,335,080 / $6,909,155
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929170037NAL0005151475001, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929170037NAL0005151475001, received 2025-09-29

Plan terms, as stated in WebPT, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929170037NAL0005151475001, received 2025-09-29

Full record, Webpt, Inc. 401(k) Plan

FieldValueSource
Plan sponsorWEBPT, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929170037NAL0005151475001, received 2025-09-29
Plan nameWEBPT, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250929170037NAL0005151475001, received 2025-09-29
Sponsor EIN / plan number27-3282959 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929170037NAL0005151475001, received 2025-09-29
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929170037NAL0005151475001, received 2025-09-29
Sponsor locationPHOENIX, AZForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929170037NAL0005151475001, received 2025-09-29
Industry (business code)511210, InformationForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929170037NAL0005151475001, received 2025-09-29
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929170037NAL0005151475001, received 2025-09-29
Filing received2025-09-29Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929170037NAL0005151475001, received 2025-09-29
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929170037NAL0005151475001, received 2025-09-29
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250929170037NAL0005151475001, received 2025-09-29
Participants, beginning of year959Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929170037NAL0005151475001, received 2025-09-29
Active participants559Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929170037NAL0005151475001, received 2025-09-29
Participants, end of year827Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929170037NAL0005151475001, received 2025-09-29
Participants with an account balance804Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929170037NAL0005151475001, received 2025-09-29
Total assets, beginning of year$25,226,823Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929170037NAL0005151475001, received 2025-09-29
Total assets, end of year$30,217,866Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929170037NAL0005151475001, received 2025-09-29
Net assets, end of year$30,217,866Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929170037NAL0005151475001, received 2025-09-29
Total income$10,447,903Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929170037NAL0005151475001, received 2025-09-29
Net income$4,991,043Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929170037NAL0005151475001, received 2025-09-29
Employer contributions$1,335,080Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929170037NAL0005151475001, received 2025-09-29
Participant contributions$4,058,369Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929170037NAL0005151475001, received 2025-09-29
Other contributions (incl. rollovers)$1,515,706Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250929170037NAL0005151475001, received 2025-09-29
Total contributions$6,909,155Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929170037NAL0005151475001, received 2025-09-29
Benefit payments$5,314,138Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929170037NAL0005151475001, received 2025-09-29
Total expenses (incl. benefit payments)$5,456,860Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929170037NAL0005151475001, received 2025-09-29
Total administrative expenses$135,224Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929170037NAL0005151475001, received 2025-09-29
Recordkeeping fees$95,745Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929170037NAL0005151475001, received 2025-09-29
Investment advisory and management fees$39,312Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250929170037NAL0005151475001, received 2025-09-29
Administrative expenses excluding investment management$95,912derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929170037NAL0005151475001, received 2025-09-29
Held in mutual funds$29,105,422Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929170037NAL0005151475001, received 2025-09-29
Independent auditorCLIFTON LARSON ALLEN LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929170037NAL0005151475001, received 2025-09-29

Position = column in the DOL layout for form year 2024. Filing 20250929170037NAL0005151475001, received 2025-09-29.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
TRANSAMERICA RETIREMENT SOLUTIONSrecordkeeperRECORDKEEPER 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees $95,745yes
LPL FINANCIAL CORPORATIONINVESTMENT ADVISORY 16 Consulting (general); 23 Insurance services; 27 Investment advisory (plan); 53 Insurance brokerage commissions and fees $39,312no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250929170037NAL0005151475001, received 2025-09-29.

What changed since the 2023 plan year

Figure20232024Change
Total assets$25,226,823$30,217,86619.8%
Participants with a balance908804-11.5%
Administrative expenses$122,739$135,22410.2%
Recordkeeping fees per participant$93.45$119.0927.4%
Employer contributions$1,417,714$1,335,080-5.8%

Prior filing 20240708102438NAL0019007776001, received 2024-07-08; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: WEBPT, INC.; SEC registrant: WebPT, Inc. (CIK 1509281, matched by EIN).