Original filing (PDF)20251009123007NAL0011455520001

WV Therapy Services, LLC

Name: WV Therapy Services, LLC — Odyssey Rehabilitation, Form 5500 (2024)
Creator: WV Therapy Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Odyssey Rehabilitation 401(k) Profit Sharing Plan

401(k) retirement plan · WV Therapy Services, LLC's Odyssey Rehabilitation 401(k) Profit Sharing Plan held $3.6M in plan assets for 108 participants in 2024.

Signals · 3

40% in single holdingCorrective distributions issuedNo recordkeeper disclosed

Active participants

108

Accounts w/ balance

110

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

How this plan invests

This plan

17 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

WV THERAPY SERVICES, LLC

EIN

20-4439478all filings

Address

415 BENEDUM DRIVE · BRIDGEPORT, WV · 26330

Phone

(304) 842-9887

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

No Schedule C providers reported

Investments

17 direct securities· $3.6M(100% of reported assets)

Mutual Funds

$2.5M

10 holdings

Common Collective Trusts

$1.1M

5 holdings

Other securities

$6K

1 holding

Bonds / Notes

$6K

1 holding

					% of plan
Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	—	$1.5M	41.1%
Vanguard Total Stock Mrkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$467K	13.0%
Vanguard Growth Index Adm Mutual Fund	Mutual Funds	—	—	$346K	9.6%
Vanguard 500 Idx Adm Mutual Fund	Common Collective Trusts	—	—	$218K	6.1%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$161K	4.5%
Vanguard Ext. Market Idx Adm Mutual Fund	Common Collective Trusts	—	—	$156K	4.3%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$147K	4.1%
Vanguard Value Idx Adm Mutual Fund	Common Collective Trusts	—	—	$135K	3.7%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$131K	3.6%
Vanguard Total Int Stk Idx Admiral Mutual Fund	Common Collective Trusts	—	—	$98K	2.7%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$86K	2.4%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$71K	2.0%
Vanguard Total Bond Mk Index Adm Mutual Fund	Mutual Funds	—	—	$68K	1.9%
Vanguard Federal Money Market Money Market	Mutual Funds	—	—	$20K	0.6%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$8K	0.2%
and maturing in May 2029	Other securities	—	—	$6K	0.2%
Participant Loans 4.25% - 9.50%	Bonds / Notes	—	—	$6K	0.2%