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Original filing (PDF)20251015164532NAL0006962288001

HUMPAL PHYSICAL THERAPY P.C.

Form 5500
FILING_RECEIVED
HUMPAL PHYSICAL THERAPY P.C. 401K PLAN
401(k) retirement plan
Signals · 2
~208 bps in Sched C feesNo recordkeeper disclosed
Active participants
188
Accounts w/ balance
232
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • 208 bps in Schedule C fees — 300% above peer band of 52 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUMPAL PHYSICAL THERAPY P.C..
Plan sponsor
Name
HUMPAL PHYSICAL THERAPY P.C.
EIN
74-2681791
Address
5026 DEEPWOOD CIR · CORPUS CHRISTI, TX · 78415
Phone
(361) 271-1211
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
Plan administrator
Name
ADMIN316
EIN
81-0759783
City
CORPUS CHRISTI, TX
Phone
(361) 271-1211
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
PARK FOWLER & CO., PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

5 rows
Advisor / Consultant
3
NameEINLocationRelationDirect compIndirect comp
AMERIPRISE FINANCIAL41-0973005ADVISOR$16K
BENEFITEXCEL83-2184448CONSULTANT ADVISOR$8K
STRATEGIC WEALTH MANAGEMENT83-2425992ADVISOR$8K
TPA / Administrator
2
NameEINLocationRelationDirect compIndirect comp
PCS RETIREMENT, LLC23-3038464CONTRACT ADMINISTRATOR$46K
ADMIN31681-0759783PLAN ADMINISTRATOR$20K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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