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Original filing (PDF)20250923032032NAL0005227281001
INNOVATIVE THERAPY CONCEPTS, LLC
Form 5500
FILING_RECEIVED
INNOVATIVE THERAPY CONCEPTS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~83 bps in Sched C fees
Active participants
498
Accounts w/ balance
710
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
How this plan invests
This plan
30 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 83 bps in Schedule C fees — 186% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE THERAPY CONCEPTS, LLC.
Plan sponsor
Name
INNOVATIVE THERAPY CONCEPTS, LLC
EIN
20-8002399
Address
2 MASHBURN STREET · SUITE 102 · HAWKINSVILLE, GA · 31036
Phone
(478) 298-8900
Industry
Health Care & Social Assistancesee all
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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SEAY & WEISSINGER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $57K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 39-2018056 | — | INVESTMENT ADVISORY-PLAN | $78K | — |
Investments
30 pooled funds· $0(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VIRTUS CEREDEX MD-CP VL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 302 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FDS 2045 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD LIFESTRATEGY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD LFSTRTGY INC RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD LFSTRTGY MD GR RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | $0 | <0.1% |
| CLEARBRIDGE MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 379 | Pooled Separate Account | $0 | <0.1% |
| DREYFUS INTERNATIONAL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 528 | Pooled Separate Account | $0 | <0.1% |
| ALLSPRING DISCOVERY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 546 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD LFSTRTGY CNSV GR RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 501 | Pooled Separate Account | $0 | <0.1% |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | $0 | <0.1% |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | $0 | <0.1% |
| OPPENHEIMER GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA SM/MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 093 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | $0 | <0.1% |
| AB SMALL CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 509 | Pooled Separate Account | $0 | <0.1% |
| MFS INTL DIVERSIFICATION RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 665 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FDS 2010 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FDS 2015 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FDS 2020 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FDS 2025 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FDS 2030 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FDS 2035 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FDS 2040 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FDS 2060 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FDS 2050 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FDS 2055 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | $0 | <0.1% |
| DEUTSCHE CORE EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 761 | Pooled Separate Account | $0 | <0.1% |
| MORGAN STANLEY INSTL CR PLUS FXD IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 776 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA EMERG MKT DEBT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 786 | Pooled Separate Account | $0 | <0.1% |
| PRUDENTIAL TOTAL RTURN BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 602 | Pooled Separate Account | $0 | <0.1% |
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