Rachel Smith signed Alliance Physical Therapy Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance Physical Therapy Group, LLC's EIN is 38-3496350.
Download the official 2024 Form 5500 (PDF) for Alliance Physical Therapy Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alliance Physical Therapy Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $40K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund Mutual Fund | Mutual Funds | — | — | $4.8M | 11.9% | |
| Fidelity Freedom 2035 Fund Mutual Fund | Mutual Funds | — | — | $4.7M | 11.6% | |
| Fidelity Freedom 2050 Fund Mutual Fund | Mutual Funds | — | — | $4.6M | 11.2% | |
| Fidelity Freedom 2045 Fund Mutual Fund | Mutual Funds | — | — | $4.5M | 11.1% | |
| Fidelity Spartan 500 Index Advantage Fund Mutual Fund | Common Collective Trusts | — | — | $3.7M | 9.2% | |
| Fidelity Freedom 2055 Fund Mutual Fund | Mutual Funds | — | — | $3.1M | 7.7% | |
| Fidelity Freedom 2060 Fund Mutual Fund | Mutual Funds | — | — | $2.7M | 6.7% | |
| Fidelity Freedom 2030 Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 5.8% | |
| Fidelity Capital Appreciation Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 5.3% | |
| Fidelity Freedom 2025 Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 3.3% | |
| American Beacon Large Cap Value Fund R6 Mutual Fund | Other securities | — | — | $764K | 1.9% | |
| Fidelity Spartan Extended Market Index Advantage Fund Mutual Fund | Mutual Funds | — | — | $747K | 1.8% | |
| Fidelity Freedom 2065 Fund Mutual Fund | Mutual Funds | — | — | $743K | 1.8% | |
| Fidelity Freedom 2020 Fund Mutual Fund | Mutual Funds | — | — | $519K | 1.3% | |
| Fidelity Spartan International Index Advantage Fund Mutual Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $432K | 1.1% | |
| Fidelity Spartan U.S. Bond Index Advantage Fund Mutual Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $301K | 0.7% | |
| Victory Capital Management Sycamore Small Company OpportuniMutual Fund | Common Stocks | — | — | $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 | Mutual Funds | — | — | $203K | 0.5% | |
| Fidelity Emerging Markets Fund Mutual Fund | Mutual Funds | — | — | $202K | 0.5% | |
| Fidelity Investments Overseas Fund Mutual Fund | Mutual Funds | — | — | $198K | 0.5% | |
| Participant Loans @ 4.25% - 8.00% | Bonds / Notes | — | — | $112K | 0.3% | |
| Fidelity Freedom 2015 Fund Mutual Fund | Mutual Funds | — | — | $85K | 0.2% | |
| Fidelity Freedom 2010 Fund Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Freedom 2065 Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Freedom Index Income Fund Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $6K |
| — |
