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Original filing (PDF)20251014153849NAL0006695250001
S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC
Form 5500
FILING_RECEIVED
S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
146
Accounts w/ balance
206
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC.
Plan sponsor
Name
S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC
EIN
20-2775993
Address
102 MADISON AVENUE · 8TH FLOOR · NEW YORK, NY · 10016
Phone
(646) 841-1404
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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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