Original filing (PDF)20251007101655NAL0004608081001

TX TEAM REHAB, INC.

Name: TX TEAM REHAB, INC. — TX TEAM REHAB, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TX TEAM REHAB, INC.

Form 5500

FILING_RECEIVED

TX TEAM REHAB, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

172

Accounts w/ balance

144

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (25th percentile).

Helping the score

High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TX TEAM REHAB, INC..

Plan sponsor

Name

TX TEAM REHAB, INC.

EIN

35-1565294

Address

8910 PURDUE ROAD, SUITE 700 · INDIANAPOLIS, IN · 46268

Phone

(317) 884-3383

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA LIFE INSURANCE COMPANY	39-0989781	—	RECORDKEEPER	$948	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MESIROW FINANCIAL, INC.	36-3194849	—	INVESTMENT ADVISORY - PL	$394	—

Investments

34 direct securities · 1 pooled fund· $9.3M(100% 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.

Other securities

$9.3M

33 holdings

Bonds / Notes

$20K

1 holding

Common Collective Trust

1 holding

					% of plan
Transamerica LifeGoal 2040 with BlackRock Ret Opt Mutual Fund	Other securities	—	—	$2.1M	22.6%
State Street Russell Large Cap Growth Index Ret Opt Mutual Fund	Other securities	—	—	$1.2M	12.6%
JPMorgan Large Cap Growth Ret Opt Mutual Fund	Other securities	—	—	$921K	9.9%
Transamerica LifeGoal 2035 with BlackRock Ret Opt Mutual Fund	Other securities	—	—	$689K	7.4%
Transamerica LifeGoal 2050 with BlackRock Ret Opt Mutual Fund	Other securities	—	—	$620K	6.7%
American Funds Balanced Ret Opt Mutual Fund	Other securities	—	—	$610K	6.6%
Transamerica LifeGoal 2055 with BlackRock Ret Opt Mutual Fund	Other securities	—	—	$506K	5.5%
Janus Henderson Enterprise Ret Opt Mutual Fund	Other securities	—	—	$493K	5.3%
Transamerica LifeGoal 2030 with BlackRock Ret Op Mutual Fund	Other securities	—	—	$469K	5.1%
Transamerica LifeGoal 2045 with BlackRock Ret Opt Mutual Fund	Other securities	—	—	$409K	4.4%
Transamerica LifeGoal 2060 with BlackRock Ret Opt Mutual Fund	Other securities	—	—	$254K	2.7%
American Funds American Mutual Ret Opt Mutual Fund	Other securities	—	—	$174K	1.9%
Transamerica Partners Stock Index Ret Opt Mutual Fund	Other securities	—	—	$105K	1.1%
Transamerica High Yield Bond Ret Opt Mutual Fund	Other securities	—	—	$86K	0.9%
State Street Russell Large Cap Value Index Ret Opt Mutual Fund	Other securities	—	—	$63K	0.7%
Transamerica LifeGoal 2025 with BlackRock Ret Opt Mutual Fund	Other securities	—	—	$58K	0.6%
Transamerica International Equity Ret Opt Mutual Fund	Other securities	—	—	$57K	0.6%
Transamerica Bond Ret Opt Mutual Fund	Other securities	—	—	$56K	0.6%
State Street S&P Mid Cap Index Ret Opt Mutual Fund	Other securities	—	—	$52K	0.6%
State Street Emerging Markets Index Ret Opt Mutual Fund	Other securities	—	—	$51K	0.6%
MFS Mid Cap Value Ret Opt Mutual Fund	Other securities	—	—	$50K	0.5%
American Funds Growth Fund of America Ret Opt Mutual Fund	Other securities	—	—	$41K	0.4%
Neuberger Berman Real Estate Ret Opt Mutual Fund	Other securities	—	—	$35K	0.4%
Transamerica Core Bond Ret Opt Mutual Fund	Other securities	—	—	$34K	0.4%
Hartford Core Equity Ret Opt Mutual Fund	Other securities	—	—	$32K	0.3%
Franklin Small Cap Growth Ret Opt Mutual Fund	Other securities	—	—	$31K	0.3%
State Street Russell Small Cap Value Index Ret Opt Mutual Fund	Other securities	—	—	$20K	0.2%
Notes receivable from participants Varying maturity dates; interest rates from 4.25% to 9.50%	Bonds / Notes	—	—	$20K	0.2%
Transamerica Stable Value Ascend Option	Other securities	—	—	$17K	0.2%
State Street Russell Small Cap Index Ret Opt Mutual Fund	Other securities	—	—	$16K	0.2%
State Street Russell Small Cap Growth Index Ret Opt Mutual Fund	Other securities	—	—	$15K	0.2%
Transamerica LifeGoal 2065 with BlackRock Ret Opt Mutual Fund	Other securities	—	—	$14K	0.1%
PIMCO Real Return Ret Opt Mutual Fund	Other securities	—	—	$10K	0.1%
Transamerica LifeGoal Ret with BlackRock Ret Opt Mutual Fund	Other securities	—	—	$2K	<0.1%
AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001	Common Collective Trust	—	—	$0	<0.1%