Laura Petty signed First Settlement Physical Therapy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Settlement Physical Therapy, Inc.'s EIN is 31-1677991.
Download the official 2024 Form 5500 (PDF) for First Settlement Physical Therapy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Settlement Physical Therapy, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $45 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICA FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.8M | 25.0% | |
| GREAT GRAY TRUST AMERICA FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.6M | 21.9% | |
| GREAT GRAY TRUST AMERICA FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $894K | 12.4% | |
| GREAT GRAY TRUST AMERICA FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $628K | 8.7% | |
| GREAT GRAY TRUST AMERICA FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $368K | 5.1% | |
| GREAT GRAY TRUST AMERICA FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $319K | 4.4% | |
| GREAT GRAY TRUST AMERICA FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 000 | Common Collective Trust | — | — | $220K | 3.1% | |
| GREAT GRAY TRUST AMERICA FUNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 000 | Common Collective Trust | — | — | $210K | 2.9% | |
| GREAT GRAY TRUST AMERICA FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 000 | Common Collective Trust | — | — | $122K | 1.7% | |
| Vanguard 500 Index Admiral Registered Investment Company - | Common Collective Trusts | — | — | $121K | 1.7% | |
| Fidelity Select Software & IT Services Registered Investment Company - | Mutual Funds | — | — | $113K | 1.6% | |
| GREAT GRAY TRUST AMERICA FUNDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $110K | 1.5% | |
| Vanguard Target Retirement 2050 Inv Registered Investment Company - | Mutual Funds | — | — | $98K | 1.4% | |
| Fidelity Select Medical Tech And Devcs Registered Investment Company - | Mutual Funds | — | — | $68K | 0.9% | |
| Vanguard FTSE Social Index Admiral Registered Investment Company - | Mutual Funds | — | — | $58K | 0.8% | |
| T Rowe Price Communications & Tec Inv Registered Investment Company - | Mutual Funds | — | — | $49K | 0.7% | |
| Vanguard Total Stock Mkt Idx Adm Registered Investment Company - | Common Collective Trusts | — | — | $49K | 0.7% | |
| GREAT GRAY TRUST AMERICA FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 000 | Common Collective Trust | — | — | $37K | 0.5% | |
| Vanguard Small Cap Index Adm Registered Investment Company - | Mutual Funds | — | — | $35K | 0.5% | |
| Vanguard Large Cap Index Adm Registered Investment Company - | Mutual Funds | — | — | $31K | 0.4% | |
| Vanguard Target Retirement 2060 Inv Registered Investment Company - | Mutual Funds | — | — | $31K | 0.4% | |
| Fidelity International Index Registered Investment Company - | Mutual Funds | — | — | $31K | 0.4% | |
| Vanguard Health Care Adm Registered Investment Company - | Mutual Funds | — | — | $29K | 0.4% | |
| Vanguard Mid Cap Index Fund - Admiral Registered Investment Company - | Common Collective Trusts | — | — | $22K | 0.3% | |
| Vanguard High Dividend Yield Index Adm Registered Investment Company - | Mutual Funds | — | — | $19K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered Investment Company - | Common Collective Trusts | — | — | $14K | 0.2% | |
| DFA Intl Sustainability Core 1 Registered Investment Company - | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Long-Term Treasury Ind Admiral Registered Investment Company - 4 Vanguard Target Retirement 2065 Inv Registered Investment Company - | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2040 Inv Registered Investment Company - | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Total Intl Bd Idx Admiral Registered Investment Company - 3 Vanguard High-Yield Corporate Adm Registered Investment Company - 3 Federated Hermes Govt Obl Advisor Registered Investment Company - | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard LifeStrategy Growth Inv Registered Investment Company - | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Real Estate Investment Registered Investment Company - | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Moderate Growth Registered Investment Company - | Mutual Funds | — | — | $3K | <0.1% | |
| Government securities Federated Hermes Govt Obl Advisor Government Money Market - | Cash / Money Market | — | — | $2K | <0.1% | |
| Vanguard Total Bond Market Index Admiral Registered Investment Company - | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Interm-Term Bond Index Adm Registered Investment Company - | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| TRUIST ADVISORY SERVICES INC. | — | ATLANTA, GA | INVESTMENT ADVISOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACKSON KELLY PLLC | 55-0394215 | CHARLESTON, WV | CONTRACT ADMIN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 360 PAYROLL INTEGRATION CORP | — | FT LAUDERDALE, FL | OTHER | $3K | — |
