Back to filter
Original filing (PDF)20250812141807NAL0008079921001
TRI-COUNTY THERAPY
Form 5500
FILING_RECEIVED
TRI-COUNTY THERAPY 401(K) PLAN
401(k) retirement plan
Active participants
61
Accounts w/ balance
77
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-COUNTY THERAPY.
Plan sponsor
Name
TRI-COUNTY THERAPY
EIN
46-2251835
Address
3851 COMMERCIAL CENTER DRIVE · LADSON, SC · 29456
Phone
(843) 860-9828
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
2025-08-12
Pension benefit codes
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THE HOBBS GROUP, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
27 direct securities · 1 pooled fund· $3.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$1.8M
27 holdings
Pooled Separate Account
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.8M | 99.3% | |
| EAICA 2055 TRGT DATE RETIRE R2E | — | — | — | $409K | 22.1% | |
| EAICA HARTFORD BALANCED INCOME R3 | — | — | — | $364K | 19.7% | |
| EAICA ALGER CAPITAL APPRECIATION INSTL R | — | — | — | $171K | 9.3% | |
| EAICA 2050 TRGT DATE RETIRE R2E | — | — | — | $122K | 6.6% | |
| EAICA JPMORGAN US EQUITY R2 | — | — | — | $108K | 5.9% | |
| EAICA CLEARBRIDGE MID CAP R | — | — | — | $92K | 5.0% | |
| EAICA DELAWARE EMERGING MARKETS R | — | — | — | $56K | 3.0% | |
| EAICA AMERICAN CENTURY GINNIE MAE R | — | — | — | $54K | 2.9% | |
| EAICA FIDELITY ADVISOR TOTAL BOND M | — | — | — | $47K | 2.5% | |
| EAICA BNYM MELLON NSL SMALL CAP SIF | — | — | — | $46K | 2.5% | |
| EAICA EUROPACIFIC GROWTH R1 | — | — | — | $43K | 2.3% | |
| EAICA INVESCO SMALL CAP EQUITY R | — | — | — | $39K | 2.1% | |
| EAICA VICTORY SYCAMORE SMALL COMPANY OPP R | — | — | — | $39K | 2.1% | |
| EAICA INVESCO INTERMEDIATE BOND FACTOR R | — | — | — | $38K | 2.1% | |
| EAICA VIRTUS CEREDEX LARGE-CAP VALUE EQUITY A | — | — | — | $34K | 1.8% | |
| EAICA AMERICAN CENTURY EQUITY GROWTH R | — | — | — | $33K | 1.8% | |
| EAICA 2045 TRGT DATE RETIRE R2E | — | — | — | $32K | 1.7% | |
| EAICA HARTFORD INFLATION PLUS R3 | — | — | — | $25K | 1.3% | |
| EAICA MFS RESEARCH INTERNATIONAL R2 | — | — | — | $21K | 1.1% | |
| EAICA INVESCO REAL ESTATE R | — | — | — | $18K | 1.0% | |
| EAICA 2025 TRGT DATE RETIRE R2E | — | — | — | $17K | 0.9% | |
| Participant Notes Receivable Interest Rate - 4.25% - 9.50% - | — | — | — | $12K | 0.7% | |
| EAICA 2040 TRGT DATE RETIRE R2E | — | — | — | $10K | 0.5% | |
| EAICA JPMORGAN US GOVERNMENT MMKT SERVICE | — | — | — | $7K | 0.4% | |
| EAICA 2035 TRGT DATE RETIRE R2E | — | — | — | $3K | 0.2% | |
| EAICA 2015 TRGT DATE RETIRE R2E | — | — | — | $3K | 0.2% | |
| EAICA 2010 TRGT DATE RETIRE R2E | — | — | — | $2K | <0.1% |
Related plans
Similar-size Health Care & Social Assistance plans
N DALLAS OTOLARYNGOLOGY CONSUL
N DALLAS OTOLARYNGOLOGY CONSUL
$1.8M
THE OPTI-HEALTH GROUP, INC.
THE OPTI-HEALTH GROUP, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 17 participants
ANDERSON-KELLY ASSOCIATES, INC.
ANDERSON-KELLY ASSOCIATES, INC. 401(K) PLAN
$1.8M · 35 participants
DEARBORN SPEECH AND SENSORY CENTER, INC. DBA METROEHS PEDIATRIC THERAP
METROEHS PEDIATRIC THERAPY 401(K) PLAN
$1.8M · 353 participants
BODY RENOVATION PHYSICAL THERAPY, S.C.
BODY RENOVATION PHYSICAL THERAPY, SC 401(K) PROFIT SHARING PLAN
$1.8M · 9 participants
THE SPORTS MEDICINE & TRAINING CENTER, LLC
THE SPORTS MEDICINE & TRAINING CENTER, LLC 401K PLAN
$1.8M · 10 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants