· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CBS THERAPY, INC. — CBS THERAPY INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250523092351NAL0009824194001
CBS THERAPY, INC.
Form 5500-SF
FILING_RECEIVED
CBS THERAPY INC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
129
Accounts w/ balance
64
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
72
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CBS THERAPY, INC.
.
Find decision makers
Plan sponsor
Name
CBS THERAPY, INC.
EIN
26-0785559
Address
626 PARK AVE. · STE 1 · CRANSTON, RI · 02910
Phone
(401) 270-9991
Industry
Educational Services
see 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
2025-05-23
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
AMERICAN INSTITUTE OF MEDICAL SCIENCE AND EDUCATION
AIMS EDUCATION 401(K) PLAN
$2.3M · 38 participants
MOUNTAINVILLE ACADEMY
MOUNTAINVILLE ACADEMY RETIREMENT PLAN
$2.3M · 42 participants
MONARCH SCHOOL PROJECT
MONARCH SCHOOL PROJECT 401K PLAN
$2.3M · 71 participants
ELAINE KAUFMAN CULTURAL CENTER
RETIREMENT PLAN FOR ELAINE KAUFMAN CULTURAL CENTER
$2.3M · 61 participants
THE VINCENT SMITH SCHOOL
VINCENT SMITH SCHOOL RETIREMENT PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 50% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 32 participants
UNITED STATES SPORTS ACADEMY
UNITED STATES SPORTS ACADEMY RETIREMENT PLAN
$2.3M · 44 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
