Original filing (PDF)20251015105927NAL0009216098001

THE THERAPY CENTER OF JDP

Name: THE THERAPY CENTER OF JDP — THE THERAPY CENTER OF JDP 401(K) P/S PLAN, Form 5500 (2024)
Creator: THE THERAPY CENTER OF JDP

Form 5500

FILING_RECEIVED

THE THERAPY CENTER OF JDP 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

75% in single holding

Active participants

173

Accounts w/ balance

131

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE THERAPY CENTER OF JDP.

Plan sponsor

Name

THE THERAPY CENTER OF JDP

EIN

43-1953535

Address

619 N MAIN ST · JENNINGS, LA · 70546

Phone

(337) 824-8287

Industry

Health Care & Social Assistancesee all

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$16K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS.	—	ST. LOUIS, MO	NONE	$36K	—

Investments

20 direct securities· $7.7M(100% of reported assets)

Other securities

$7.6M

15 holdings

Participant loans

$103K

1 holding

Common Stock

$93K

3 holdings

Cash / Money Market

$1K

1 holding

					% of plan
American Funds American Balanced R6 American Funds 0	Other securities	—	—	$5.8M	75.3%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$445K	5.7%
American Funds Growth Fund of Amer R6 American Funds 0	Other securities	—	—	$357K	4.6%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$254K	3.3%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$229K	3.0%
American Funds Washington Mutual R6 American Funds 0	Other securities	—	—	$148K	1.9%
American Funds EuroPacific Gr R6 American Funds 0	Other securities	—	—	$107K	1.4%
American Funds Trgt Date Ret 2065 R6 American Funds 0 194 Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$103K	1.3%
American Funds Cap World Gr & Inc R6 American Funds 0	Common Stock	—	—	$76K	1.0%
American Funds SMALLCAP World R6 American Funds 0	Other securities	—	—	$58K	0.8%
American Funds Trgt Date Ret 2010 R6 American Funds 0	Other securities	—	—	$56K	0.7%
American Funds New Perspective R6 American Funds 0	Other securities	—	—	$15K	0.2%
American Funds Capital Inc Bldr R6 American Funds 0	Common Stock	—	—	$15K	0.2%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$12K	0.2%
American Funds Bond Fund of Amer R6 American Funds 0	Other securities	—	—	$12K	0.2%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Other securities	—	—	$6K	<0.1%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Other securities	—	—	$5K	<0.1%
American Funds American Hi Inc Tr R6 American Funds 0	Common Stock	—	—	$2K	<0.1%
American Funds U.S. Govt Money Mkt R6 American Funds 0	Cash / Money Market	—	—	$1K	<0.1%
American Funds Interm Bd Fd of Amer R6 American Funds 0	Other securities	—	—	$1K	<0.1%