Concept Rehab, Inc.'s EIN is 34-1411603.
Download the official 2024 Form 5500 (PDF) for Concept Rehab, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concept Rehab, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | 83-4717882 | — | NONE | $39K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $6.8M | 21.5% | |
| Blackrock iShares S&P 500 Index Fund K | Common Collective Trusts | — | — | $5.5M | 17.4% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $4.4M | 13.8% | |
| Standard Insurance Company Stable Asset A | Common Stocks | — | — | $3.7M | 11.5% | |
| Vangaurd Growth Index Fund Admiral | Common Collective Trusts | — | — | $2.5M | 8.0% | |
| T. Rowe Price Capital Appreciation | Other securities | — | — | $2.4M | 7.4% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $2.3M | 7.1% | |
| Vanguard Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $1.5M | 4.6% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $828K | 2.6% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $820K | 2.6% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $177K | 0.6% | |
| Allspring Discovery Fund Instl | Other securities | — | — | $153K | 0.5% | |
| Participant Loans * Participant loans bearing interest at 3.25% to 8.50% - | Bonds / Notes | — | — | $152K | 0.5% | |
| Dimensional Fund Advisors US Targeted Value I | Mutual Funds | — | — | $146K | 0.5% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $88K | 0.3% | |
| Columbia Large Cap Value Instl 2 | Other securities | — | — | $88K | 0.3% | |
| Franklin US Government Sec R6 | Mutual Funds | — | — | $80K | 0.3% | |
| First Eagle Global Fund Class A | Other securities | — | — | $80K | 0.3% | |
| MFS Massachusetts Investors Growth Stock R3 | Mutual Funds | — | — | $48K | 0.2% | |
| Principal Funds SmallCap Growth I R6 | Other securities | — | — | $20K | <0.1% | |
| Putnam Income Fund Y | Mutual Funds | — | — | $16K | <0.1% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $9K | <0.1% | |
| Alliance Bernstein High Income Z | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| NONE |
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