Amanda Vergeer signed Team Rehabilitation Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team Rehabilitation Services LLC's EIN is 41-2064132.
Download the official 2024 Form 5500 (PDF) for Team Rehabilitation Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Team Rehabilitation Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | INVESTMENT MANAGER | $158 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $9.2M | 11.9% | |
| SCHWAB TARGET 2040 INDEX | Registered Investment Companies | — | — | $8.6M | 11.1% | |
| SCHWAB TARGET 2060 INDEX | Registered Investment Companies | — | — | $8.4M | 10.9% | |
| SCHWAB TARGET 2055 INDEX | Registered Investment Companies | — | — | $7.1M | 9.2% | |
| SCHWAB TARGET 2050 INDEX | Registered Investment Companies | — | — | $4.9M | 6.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $4.5M | 5.8% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $4.4M | 5.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $3.7M | 4.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $3.3M | 4.3% | |
| SCHWAB TARGET 2045 INDEX | Registered Investment Companies | — | — | $3.3M | 4.2% | |
| SCHWAB TARGET 2030 INDEX | Registered Investment Companies | — | — | $2.9M | 3.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.5M | 3.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $2.5M | 3.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.6M | 2.0% | |
| SCHWAB TARGET 2035 INDEX | Registered Investment Companies | — | — | $1.3M | 1.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.2M | 1.6% | |
| SCHWAB TOTAL STOCK MRKT INDE | Registered Investment Companies | — | — | $1.2M | 1.5% | |
| SCHWAB TARGET 2025 INDEX | Registered Investment Companies | — | — | $1.1M | 1.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $969K | 1.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $781K | 1.0% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $718K | 0.9% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $705K | 0.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $647K | 0.8% | |
| SCHWAB TARGET 2010 INDEX | Registered Investment Companies | — | — | $506K | 0.7% | |
| SCHWAB TARGET 2020 INDEX | Registered Investment Companies | — | — | $438K | 0.6% | |
| STATE ST REIT IDX NLS C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $241K | 0.3% | |
| SCHWAB TARGET 2015 INDEX | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $68K | — |
