· 2022–2024 · DOL EFAST2

Total Patient Service Institute — Total Patient, Form 5500 (2025)

Original filing (PDF)20260617085650NAL0002528000001

Total Patient Service Institute

Form 5500-SF

FILING_RECEIVED

Total Patient Service 401(k) Plan

401(k) retirement plan · Total Patient Service Institute's Total Patient Service 401(k) Plan held $371K in plan assets for 35 participants in 2025.

Active participants

35

Accounts w/ balance

18

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

48

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOTAL PATIENT SERVICE INSTITUTE.

Plan sponsor

Name

TOTAL PATIENT SERVICE INSTITUTE

EIN

02-0757375all filings

Address

975 E DOVE RD · SOUTHLAKE, TX · 76092

Phone

(724) 591-1054

Industry

Educational Services

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

Mindpop 401(k) Plan

$371K · 10 participants

Alchemie Solutions Inc.

Sptco Alchemie Solutions Inc. 401(k) Plan

$371K · 8 participants

Sage Learning 401(k) Plan

$371K · 1 participants

POLK County Medical Society

POLK County Medical Society 401(k) Profit Sharing Plan

$371K · 2 participants

Cortelyou Early Childhood Center

CECC 401(k) Plan

$371K · 39 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.