Mark Sterr signed Advanced Physical Therapy Services, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Physical Therapy Services, Ltd.'s EIN is 37-1365409.
Download the official 2024 Form 5500 (PDF) for Advanced Physical Therapy Services, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Physical Therapy Services, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund | Mutual Funds | — | — | $2.4M | 21.2% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $1.4M | 12.4% | |
| Vanguard Dividend Growth Fund | Mutual Funds | — | — | $1.3M | 11.8% | |
| Neuberger Berman Genesis Fund Institutional | Other securities | — | — | $1.2M | 10.3% | |
| Baird Mid Cap Growth Fund | Other securities | — | — | $1.0M | 9.0% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $781K | 6.9% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $684K | 6.0% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $557K | 4.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $386K | 3.4% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $332K | 2.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $286K | 2.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $226K | 2.0% | |
| Federated Institutional High Yield Fund | Other securities | — | — | $217K | 1.9% | |
| JP Morgan US Government Money Market Fund | Cash / Money Market | — | — | $176K | 1.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $116K | 1.0% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $88K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
