How big is Shuman Physical Therapy Associates, PC's plan?

Shuman Physical Therapy Associates, PC's plan reported $15.0M in assets and 223 participants for 2024.

Original filing (PDF)20250926095453NAL0003935091001

Shuman Physical Therapy Associates, PC

Name: Shuman Physical Therapy Associates, PC — Form 5500 Plan 001 (2024)
Creator: Shuman Physical Therapy Associates, PC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan

401(k) retirement plan · Shuman Physical Therapy Associates, PC's Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan held $15.0M in plan assets for 223 participants in 2024, with Nationwide as recordkeeper.

Active participants

223

Accounts w/ balance

184

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

People on this filing

Cinthya Shuman signed Shuman Physical Therapy Associates, PC's 2024 Form 5500 as plan administrator.

Cinthya Shuman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shuman Physical Therapy Associates, PC's EIN is 16-1414257.

EIN 16-1414257

Plan number 001

Plan year 2024

ACK ID 20250926095453NAL0003935091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shuman Physical Therapy Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shuman Physical Therapy Associates, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHUMAN PHYSICAL THERAPY ASSOCIATES, PC.

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

SHUMAN PHYSICAL THERAPY ASSOCIATES, PC

EIN

all filings

Address

130 LINDEN OAKS · SUITE C · ROCHESTER, NY · 14625

Phone

(585) 582-1127

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	31-4156830	COLUMBUS, OH	RECORDKEEPER	—	—
NATIONWIDE	31-4156830	COLUMBUS, OH	RECORDKEEPER	—	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

41 direct securities· $15.0M(100% of reported assets)

Other securities

$8.8M

15 holdings

Mutual Funds

$4.0M

16 holdings

Common Collective Trusts

$2.2M

9 holdings

Common Stocks

$38K

1 holding

					% of plan
Nationwide Investor Destinations Moderately Aggressive Fund Class R6 Mutual Fund	Other securities	—	—	$2.2M	14.5%
Nationwide Investor Destinations Moderate Fund Class R6 Mutual Fund	Other securities	—	—	$1.8M	12.1%
Nationwide Investor Destinations Aggressive Fund Class R6 Mutual Fund	Other securities	—	—	$1.2M	7.7%
Harbor Large Cap Value Fund Institutional Class Mutual Fund	Other securities	—	—	$1.1M	7.3%
DFA International Core Equity Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$845K	5.6%
ClearBridge Large Cap Growth Fund Class I Mutual Fund	Other securities	—	—	$782K	5.2%
JPMorgan Equity Income Fund Class R5 Mutual Fund	Other securities	—	—	$650K	4.3%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$584K	3.9%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$569K	3.8%
Allspring Special Mid Cap Value Fund Mutual Fund	Other securities	—	—	$534K	3.5%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$481K	3.2%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$478K	3.2%
MFS Mid Cap Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$460K	3.1%
Janus Henderson Triton Fund Class N Mutual Fund	Mutual Funds	—	—	$435K	2.9%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$400K	2.7%
Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$293K	1.9%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$286K	1.9%
Vanguard Growth Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$274K	1.8%
Vanguard FTSE Social Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$248K	1.6%
American Funds American Balanced Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$183K	1.2%
Federated Hermes Institutional High Yield Bond Fund Institutional Shares Mutual Fund	Other securities	—	—	$139K	0.9%
Vanguard Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$127K	0.8%
Nationwide Fixed Select	Other securities	—	—	$126K	0.8%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$110K	0.7%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$98K	0.7%
Nationwide Investor Destinations Moderately Conservative Fund Class R6 Mutual Fund	Other securities	—	—	$93K	0.6%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$76K	0.5%
Western Asset Core Bond Fund Class I Mutual Fund	Other securities	—	—	$66K	0.4%
PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class Mutual Fund	Mutual Funds	—	—	$62K	0.4%
American Funds New World Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$60K	0.4%
Nationwide Investor Destinations Conservative Fund Class R6 Mutual Fund	Other securities	—	—	$57K	0.4%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$55K	0.4%
Cohen & Steers Real Estate Securities Fund, Inc. Class Institutional Mutual Fund	Common Stocks	—	—	$38K	0.3%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$37K	0.2%
Vanguard Wellesley Income Fund Admiral Mutual Fund	Mutual Funds	—	—	$36K	0.2%
Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$32K	0.2%
through March 2027.	Other securities	—	—	$29K	0.2%
T. Rowe Price Small-Cap Value Fund I Class Mutual Fund	Other securities	—	—	$20K	0.1%
American Funds 2010 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
Allspring Special Small Cap Value Fund Institutional Class Mutual Fund	Other securities	—	—	$2K	<0.1%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%