Johnny CUPP signed Therapy South, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Therapy South, LLC's EIN is 20-5071801.
Download the official 2024 Form 5500 (PDF) for Therapy South, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Therapy South, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUNBURST FINANCIAL | 20-2550493 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.3M | 15.0% | |
| AMF 2045 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $3.1M | 14.3% | |
| AMF 2050 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $1.7M | 7.7% | |
| AMF 2055 TRGT DATE RETIRE R5 | Registered Investment Companies | — | — | $1.7M | 7.7% | |
| AMF 2025 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $1.4M | 6.4% | |
| AMF 2040 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $1.3M | 5.9% | |
| AMF 2035 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $1.1M | 5.1% | |
| AMF 2060 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $1.0M | 4.8% | |
| JPMORGAN GROWTH ADVANTAGE R5 | Registered Investment Companies | — | — | $913K | 4.2% | |
| AMF 2030 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $876K | 4.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $772K | 3.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $714K | 3.3% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $711K | 3.3% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $671K | 3.1% | |
| T. ROWE PRICE GROWTH STOCK | Registered Investment Companies | — | — | $618K | 2.8% | |
| AMF 2015 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $269K | 1.2% | |
| MFS CORE EQUITY R6 | Registered Investment Companies | — | — | $267K | 1.2% | |
| AMERFUNDS SMALLCAP WORLD R5 | Registered Investment Companies | — | — | $258K | 1.2% | |
| AMERICAN FUNDS EUROPAC GRO- R5 | Registered Investment Companies | — | — | $243K | 1.1% | |
| AMERICAN FUNDS NEW ECONOMY -R5 | Registered Investment Companies | — | — | $242K | 1.1% | |
| TROWE PRICE INTL EQ IDX | Registered Investment Companies | — | — | $195K | 0.9% | |
| AMERICAN US GOV MONEY MKT R5 | Registered Investment Companies | — | — | $125K | 0.6% | |
| AMF 2020 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $112K | 0.5% | |
| AMERFUNDS AMER BALANCED - R5 | Registered Investment Companies | — | — | $75K | 0.3% | |
| AMFUNDS CAP WRLD GR INC - R5 | Registered Investment Companies | — | — | $65K | 0.3% | |
| AMER FUNDS CAP WRLD BOND - R5 | Registered Investment Companies | — | — | $36K | 0.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $19K | <0.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $16K | <0.1% | |
| AMERICAN FUNDS NEW WRLD - R5 | Registered Investment Companies | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $53K |
| — |
