Back to filter
Original filing (PDF)20250929112652NAL0004994627001
S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC
Form 5500-SF
FILING_RECEIVED
S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
No auditor on file
Active participants
146
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
77
/ 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
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
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 · NEW YORK, NY · 10016
Phone
(646) 841-1404
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
JERSEY PHYSICAL THERAPY LLC
JERSEY PHYSICAL THERAPY 401(K) PLAN
$3.0M · 13 participants
DUTCH PHYSICAL THERAPY, INC.
DUTCH PHYSICAL THERAPY 401(K) PLAN
$3.0M · 15 participants
THERAPY 4 KIDS, LLC
THERAPY 4 KIDS 401(K) PLAN
$3.0M · 9 participants
NORTHERN MICHIGAN SPORTS MEDICINE CENTER, LLP
NORTHERN MICHIGAN 401(K) PLAN
$3.0M · 47 participants
SURGICAL NEUROMONITORING ASSOCIATES, INC.
SURGICAL NEUROMONITORING ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN
$3.0M · 13 participants
P.T. SERVICES REHABILITATION, INC.
P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$3.0M · 182 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B