How big is Professional Therapy Services, Inc.'s plan?

Professional Therapy Services, Inc.'s plan reported $22.3M in assets and 330 participants for 2024.

Original filing (PDF)20250829081708NAL0006012339001

Professional Therapy Services, Inc.

Name: Professional Therapy Services, Inc. — PTS Employee's, Form 5500 (2024)
Creator: Professional Therapy Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PTS Employee's 401(k) Plan

401(k) retirement plan · Professional Therapy Services, Inc.'s PTS Employee's 401(k) Plan held $22.3M in plan assets for 330 participants in 2024, with Lincoln Financial as recordkeeper.

Active participants

330

Accounts w/ balance

250

Plan assets (EOY)

$22.3M

Net assets (EOY)

$22.3M

People on this filing

ANN Scheffel signed Professional Therapy Services, Inc.'s 2024 Form 5500 as plan administrator.

ANN Scheffel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Professional Therapy Services, Inc.'s EIN is 37-1087415.

EIN 37-1087415

Plan number 001

Plan year 2024

ACK ID 20250829081708NAL0006012339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Professional Therapy Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Professional Therapy Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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 (11th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).
Bottom-decile employer contributions per participant (10th percentile).

Plan sponsor

Name

PROFESSIONAL THERAPY SERVICES, INC.

EIN

all filings

Address

2900 FRANK SCOTT PARKWAY WEST · SUITE 930 · BELLEVILLE, IL · 622235007

Phone

(618) 234-9705

Industry

Health Care & Social Assistance

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

2025-08-29

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$77K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO CLEARING SVCES(WF ADVS)	34-1542819	—	INVESTMENT ADVISORY	$53K	—

Investments

38 direct securities· $22.3M(100% of reported assets)

Other securities

$16.4M

25 holdings

Mutual Funds

$3.2M

11 holdings

Common Collective Trusts

$1.4M

1 holding

Stable Value

$1.3M

1 holding

					% of plan
Yourpath 2035 Moderate	Other securities	—	—	$3.1M	13.9%
Yourpath 2045 Moderate	Other securities	—	—	$1.8M	8.2%
Yourpath 2040 Moderate	Other securities	—	—	$1.8M	7.9%
Yourpath 2050 Moderate	Other securities	—	—	$1.6M	7.3%
Yourpath 2030 Moderate	Other securities	—	—	$1.4M	6.4%
Vanguard 500 Index	Common Collective Trusts	—	—	$1.4M	6.4%
Yourpath 2055 Moderate	Other securities	—	—	$1.4M	6.1%
Lincoln National Life Insurance Company Lincoln Stable Value Account	Stable Value	—	—	$1.3M	5.8%
Yourpath 2020 Moderate	Other securities	—	—	$1.3M	5.7%
Yourpath 2025 Moderate	Other securities	—	—	$1.2M	5.3%
Vanguard Mid Cap Value Index	Mutual Funds	—	—	$734K	3.3%
JPMorgan Large Cap Growth	Other securities	—	—	$621K	2.8%
American Funds American Funds New Perspective	Mutual Funds	—	—	$545K	2.4%
American Funds American Funds American Balanced	Mutual Funds	—	—	$541K	2.4%
Yourpath 2040 Conservative	Other securities	—	—	$517K	2.3%
Yourpath 2060 Moderate	Other securities	—	—	$392K	1.8%
Yourpath 2015 Moderate	Other securities	—	—	$337K	1.5%
JPMorgan US Equity	Other securities	—	—	$286K	1.3%
PIMCO Income Institutional	Mutual Funds	—	—	$281K	1.3%
Vanguard Windsor II	Mutual Funds	—	—	$278K	1.2%
Franklin Small Cap Growth	Mutual Funds	—	—	$208K	0.9%
American Funds American Funds International Growth and Income	Mutual Funds	—	—	$190K	0.9%
Federated Government Federated Government Ultrashort Duration	Other securities	—	—	$161K	0.7%
Vanguard International Value	Mutual Funds	—	—	$149K	0.7%
Vanguard High Yield Corporate	Mutual Funds	—	—	$114K	0.5%
Delware Delaware Small Cap Value	Other securities	—	—	$103K	0.5%
Yourpath 2065 Moderate	Other securities	—	—	$102K	0.5%
American Funds American Funds New World	Mutual Funds	—	—	$80K	0.4%
Neuberger Berman Neuberger Mid Cap Growth	Other securities	—	—	$72K	0.3%
Baird Aggregate Bond Class	Other securities	—	—	$61K	0.3%
Vanguard International Growth	Mutual Funds	—	—	$52K	0.2%
DWS Securities DWS Enhanced Commodity Strategy	Other securities	—	—	$49K	0.2%
Yourpath 2065 Aggressive	Other securities	—	—	$41K	0.2%
BlackRock Inflation Protected Bond	Other securities	—	—	$32K	0.1%
Yourpath 2060 Aggressive	Other securities	—	—	$28K	0.1%
Neuberger Berman Neurberer Berman Real Estate	Other securities	—	—	$20K	<0.1%
Alliancebernstein AB Global Bond	Other securities	—	—	$7K	<0.1%
Yourpath 2050 Aggressive	Other securities	—	—	$5K	<0.1%