How big is Spear Physical Therapy PLLC's plan?

Spear Physical Therapy PLLC's plan reported $15.3M in assets and 889 participants for 2024.

Original filing (PDF)20250922154952NAL0002222691001

Spear Physical Therapy PLLC

Name: Spear Physical Therapy PLLC — Spear Physical Therapy, Form 5500 (2024)
Creator: Spear Physical Therapy PLLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Spear Physical Therapy PLLC 401(k) Plan

401(k) retirement plan · Spear Physical Therapy PLLC's Spear Physical Therapy PLLC 401(k) Plan held $15.3M in plan assets for 889 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

889

Accounts w/ balance

429

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

People on this filing

Carla Giambona signed Spear Physical Therapy PLLC's 2024 Form 5500 as plan administrator.

Carla Giambona — 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

Spear Physical Therapy PLLC's EIN is 20-2775993.

EIN 20-2775993

Plan number 002

Plan year 2024

ACK ID 20250922154952NAL0002222691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spear Physical Therapy PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spear Physical Therapy PLLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 76K (2% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

SPEAR PHYSICAL THERAPY PLLC

DBA

SPEAR PHYSICAL THERAPY

EIN

all filings

Address

307 5TH AVE, 6TH FLOOR · NEW YORK, NY · 10016

Phone

(646) 790-7457

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITABLE ADVISORS LLC	13-4078005	—	ADVISOR	$24K	—

Investments

33 direct securities· $15.3M(100% of reported assets)

Mutual Funds

$12.8M

14 holdings

Common Collective Trusts

$2.1M

10 holdings

Other securities

$246K

6 holdings

Stable Value

$99K

1 holding

Bonds / Notes

$94K

1 holding

Self-Directed Brokerage

$3K

1 holding

					% of plan
Fidelity Freedom 2055 Fund K6 Mutual Funds	Mutual Funds	—	—	$3.7M	24.5%
Fidelity Freedom 2030 Fund K6 Mutual Funds	Mutual Funds	—	—	$2.6M	16.9%
Fidelity Freedom 2060 Fund K6 Mutual Funds	Mutual Funds	—	—	$2.5M	16.4%
Fidelity Freedom 2045 Fund K6 Mutual Funds	Mutual Funds	—	—	$1.5M	9.9%
iShares S&P 500 Index Fund Class K Mutual Funds	Common Collective Trusts	—	—	$942K	6.2%
Fidelity Freedom 2050 Fund K6 Mutual Funds	Mutual Funds	—	—	$870K	5.7%
American Funds Growth Fund of America Class R6 Mutual Funds	Mutual Funds	—	—	$351K	2.3%
Fidelity Freedom 2040 Fund K6 Mutual Funds	Mutual Funds	—	—	$312K	2.0%
Fidelity Freedom 2035 Fund K6 Mutual Funds	Mutual Funds	—	—	$275K	1.8%
Fidelity Total Market Index Fund Mutual Funds	Common Collective Trusts	—	—	$259K	1.7%
Fidelity Freedom 2065 Fund K6 Mutual Funds	Mutual Funds	—	—	$238K	1.6%
Fidelity Freedom 2025 Fund K6 Mutual Funds	Mutual Funds	—	—	$211K	1.4%
iShares Russell 1000 Large Cap Index Fund Class K Mutual Funds	Common Collective Trusts	—	—	$171K	1.1%
Fidelity International Index Fund Mutual Funds	Common Collective Trusts	—	—	$140K	0.9%
Fidelity Extended Market Index Fund Mutual Funds	Common Collective Trusts	—	—	$139K	0.9%
iShares MSCI Total International Index Fund Class K Mutual Funds	Common Collective Trusts	—	—	$130K	0.8%
Doubleline Core Fixed Income Fund Class I Mutual Funds	Other securities	—	—	$122K	0.8%
DFA Emerging Markets Portfolio Class Institutional Mutual Funds	Mutual Funds	—	—	$113K	0.7%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares Mutual Funds	Common Collective Trusts	—	—	$111K	0.7%
Lincoln Stable Value Guaranteed Investment Contract	Stable Value	—	—	$99K	0.6%
Notes Receivable from Participants Interest rates from 4.25% - 9.50% -	Bonds / Notes	—	—	$94K	0.6%
iShares Russell 2000 SC Index Fund Class K Mutual Funds	Common Collective Trusts	—	—	$90K	0.6%
Columbia Dividend Income Fund Class I3 Mutual Funds	Other securities	—	—	$89K	0.6%
Fidelity Large Cap Value Index Fund Mutual Funds	Common Collective Trusts	—	—	$85K	0.6%
DFA Real Estate Securities Portfolio Class Institutional Mutual Funds	Mutual Funds	—	—	$35K	0.2%
DFA Short-term Extended Quality Portfolio Class Institutional Mutual Funds	Mutual Funds	—	—	$12K	<0.1%
John Hancock European Focus N Mutual Funds	Other securities	—	—	$12K	<0.1%
Fidelity US Bond Index Fund Mutual Funds	Common Collective Trusts	—	—	$11K	<0.1%
Oakmark International Fund Class Institutional Mutual Funds	Other securities	—	—	$10K	<0.1%
Thornburg Limited Term Income Fund Class R6 Mutual Funds	Other securities	—	—	$8K	<0.1%
Fidelity Freedom 2020 Fund K6 Mutual Funds	Mutual Funds	—	—	$5K	<0.1%
Merger Fund Class A Mutual Funds	Other securities	—	—	$4K	<0.1%
Fidelity Management Trust Company Self-directed Brokerage Account	Self-Directed Brokerage	—	—	$3K	<0.1%