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Original filing (PDF)20250912084955NAL0000708275001
ALLIANCE PHYSICAL THERAPY GROUP, LLC
Form 5500
FILING_RECEIVED
ALLIANCE PHYSICAL THERAPY GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,195
Accounts w/ balance
1,712
Plan assets (EOY)
$40.5M
Net assets (EOY)
$40.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE PHYSICAL THERAPY GROUP, LLC.
Plan sponsor
Name
ALLIANCE PHYSICAL THERAPY GROUP, LLC
EIN
38-3496350
Address
625 KENMOOR AVENUE SE · SUITE 100 · GRAND RAPIDS, MI · 49546
Phone
(616) 356-5000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $83K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $40K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
27 direct securities · 4 pooled funds· $40.5M(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.
Uncategorized
$39.4M
27 holdings
Common Collective Trust
$1.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund Mutual Fund | — | — | — | $4.8M | 11.9% | |
| Fidelity Freedom 2035 Fund Mutual Fund | — | — | — | $4.7M | 11.6% | |
| Fidelity Freedom 2050 Fund Mutual Fund | — | — | — | $4.6M | 11.2% | |
| Fidelity Freedom 2045 Fund Mutual Fund | — | — | — | $4.5M | 11.1% | |
| Fidelity Spartan 500 Index Advantage Fund Mutual Fund | — | — | — | $3.7M | 9.2% | |
| Fidelity Freedom 2055 Fund Mutual Fund | — | — | — | $3.1M | 7.7% | |
| Fidelity Freedom 2060 Fund Mutual Fund | — | — | — | $2.7M | 6.7% | |
| Fidelity Freedom 2030 Fund Mutual Fund | — | — | — | $2.3M | 5.8% | |
| Fidelity Capital Appreciation Fund Mutual Fund | — | — | — | $2.2M | 5.3% | |
| Fidelity Freedom 2025 Fund Mutual Fund | — | — | — | $1.3M | 3.3% | |
| American Beacon Large Cap Value Fund R6 Mutual Fund | — | — | — | $764K | 1.9% | |
| Fidelity Spartan Extended Market Index Advantage Fund Mutual Fund | — | — | — | $747K | 1.8% | |
| Fidelity Freedom 2065 Fund Mutual Fund | — | — | — | $743K | 1.8% | |
| Fidelity Freedom 2020 Fund Mutual Fund | — | — | — | $519K | 1.3% | |
| Fidelity Spartan International Index Advantage Fund Mutual Fund | — | — | — | $475K | 1.2% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $445K | 1.1% | |
| Natixis Funds Loomis Sayles Small Cap Growth Fund IS Mutual Fund | — | — | — | $432K | 1.1% | |
| Fidelity Spartan U.S. Bond Index Advantage Fund Mutual Fund | — | — | — | $375K | 0.9% | |
| FH MDT MID CAP GR P GREAT GRAY TRUST COMPANY, LLC · EIN 99-4344306 / PN 001 | Common Collective Trust | — | — | $358K | 0.9% | |
| Baird Asset Management Core Plus Bond Fund Mutual Fund | — | — | — | $301K | 0.7% | |
| Victory Capital Management Sycamore Small Company OpportuniMutual Fund | — | — | — | $295K | 0.7% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $260K | 0.6% | |
| Fidelity Strategic Income Fund Mutual Fund | — | — | — | $203K | 0.5% | |
| Fidelity Emerging Markets Fund Mutual Fund | — | — | — | $202K | 0.5% | |
| Fidelity Investments Overseas Fund Mutual Fund | — | — | — | $198K | 0.5% | |
| Participant Loans @ 4.25% - 8.00% | — | — | — | $112K | 0.3% | |
| Fidelity Freedom 2015 Fund Mutual Fund | — | — | — | $85K | 0.2% | |
| Fidelity Freedom 2010 Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2065 Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $1K | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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