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Original filing (PDF)20251015062201NAL0001932691001
PHYSICIANS REHAB SOLUTIONS, L.L.
Form 5500
FILING_RECEIVED
PHYSICIANS REHAB SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
282
Accounts w/ balance
99
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "VAN TARGET RETIRE 2055" is 27% of plan.
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYSICIANS REHAB SOLUTIONS, L.L..
Plan sponsor
Name
PHYSICIANS REHAB SOLUTIONS, L.L.
EIN
45-3138736
Address
1945 SCOTTSVILLE RD., BUILDING 2 · SUITE 203B · BOWLING GREEN, KY · 42104
Phone
(270) 904-6915
Industry
Professional & Technical Servicessee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DORTON ALLEN FORD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS | 81-3433658 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
Investments
22 direct securities · 1 pooled fund· $2.0M(98% 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.
Registered Investment Companies
$2.0M
22 holdings
Common Collective Trust
$52
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $542K | 26.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $413K | 20.5% | |
| DFA COMMODITY STRAT PORT INST 51 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $302K | 15.0% | |
| ISHARES US AGGREGATE BD IDX K 50 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $218K | 10.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $117K | 5.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $102K | 5.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $93K | 4.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $47K | 2.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $26K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $15K | 0.8% | |
| JANUS HENDERSON TRITON FUND N 859 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $13K | 0.7% | |
| VIC PIO FUNDAMENTAL GROWTH R6 | Registered Investment Companies | — | — | $13K | 0.6% | |
| AMERFUNDS AMER BALANCED - R6 223 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE INC 50 REGISTERED INVESTMENT COMPANY STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $12K | 0.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $12K | 0.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $12K | 0.6% | |
| VAN TARGET RETIRE 2020 50 REGISTERED INVESTMENT COMPANY AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $12K | 0.6% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $11K | 0.5% | |
| AMERICAN FUNDS WAMU - R6 644 REGISTERED INVESTMENT COMPANY BLACKROCK TOTAL RETURN K 50 REGISTERED INVESTMENT COMPANY VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $8K | 0.4% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $6K | 0.3% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $6K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $52 | <0.1% |
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