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Original filing (PDF)20251015073520NAL0008188818001
AXES PHYSICAL THERAPY
Form 5500
FILING_RECEIVED
AXES PT RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
232
Accounts w/ balance
151
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXES PHYSICAL THERAPY.
Plan sponsor
Name
AXES PHYSICAL THERAPY
EIN
47-5528571
Address
647 SPIRIT AIRPARK WEST DRIVE · SUITE 101 · CHESTERFIELD, MO · 63005
Phone
(573) 631-8079
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WOLFF & TAYLOR, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $2K | — |
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $11.8M(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
$5.9M
31 holdings
Pooled Separate Account
$5.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VRIAC SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.9M | 98.4% | |
| Vangrd 500 Index Fund Adm Pooled Separate Account | — | — | — | $973K | 16.3% | |
| Voya Index Solution 2040 P Z Pooled Separate Account | — | — | — | $838K | 14.0% | |
| Voya Index Solution 2055 P Z Pooled Separate Account | — | — | — | $401K | 6.7% | |
| Voya Index Solution 2060 P Z Pooled Separate Account | — | — | — | $391K | 6.5% | |
| Voya Index Solution 2045 P Z Pooled Separate Account | — | — | — | $386K | 6.4% | |
| Voya Index Solution 2050 P Z Pooled Separate Account | — | — | — | $340K | 5.7% | |
| iShares Russell Mid-Cap Idx K Pooled Separate Account | — | — | — | $309K | 5.2% | |
| American Funds EuroPacific R6 Pooled Separate Account | — | — | — | $300K | 5.0% | |
| DF A US Large Cap Gr Port Ins Pooled Separate Account | — | — | — | $252K | 4.2% | |
| iShares Russell 2000 Sm Cp In K Pooled Separate Account | — | — | — | $227K | 3.8% | |
| American Funds Nw Prspctv R6 Pooled Separate Account | — | — | — | $221K | 3.7% | |
| Voya Index Solution 2035 P Z Pooled Separate Account | — | — | — | $203K | 3.4% | |
| Vangrd Int-Trm Bd Indx Fd Adm Pooled Separate Account | — | — | — | $195K | 3.3% | |
| Vangrd Mid-Cap VI Indx Fnd Adm Pooled Separate Account | — | — | — | $157K | 2.6% | |
| Vangrd Em Mkts Stk Ind Fd Adm Pooled Separate Account | — | — | — | $155K | 2.6% | |
| American Funds Wash Mutual R6 Pooled Separate Account | — | — | — | $135K | 2.3% | |
| DFA Infl-Prot Sec Port Ins Pooled Separate Account | — | — | — | $94K | 1.6% | |
| Vangrd Sm-Cap Grw Index Fd Adm Pooled Separate Account | — | — | — | $88K | 1.5% | |
| Voya Index Solution 2065 P Z Pooled Separate Account | — | — | — | $46K | 0.8% | |
| Cohen&Steers Real Est S Fd Z Pooled Separate Account | — | — | — | $44K | 0.7% | |
| Voya Fixed Account ( 4450) Fixed Account | — | — | — | $43K | 0.7% | |
| Vangrd Md-Cap Grw Index Fd Adm Pooled Separate Account | — | — | — | $29K | 0.5% | |
| Vangrd High-Yd Corp Fnd Adm Pooled Separate Account | — | — | — | $24K | 0.4% | |
| PIMCO Income Fund Ins Pooled Separate Account | — | — | — | $24K | 0.4% | |
| Columbia SmCp Value Fnd II 13 Pooled Separate Account | — | — | — | $17K | 0.3% | |
| American Funds Am Balanced R6 Pooled Separate Account | — | — | — | $16K | 0.3% | |
| American Funds Cap W d Bd R6 Pooled Separate Account | — | — | — | $12K | 0.2% | |
| Participant Loans 10.50% -0- | — | — | — | $7K | 0.1% | |
| Voya Index Solution Inc P Z Pooled Separate Account | — | — | — | $6K | <0.1% | |
| Voya Index Solution 2025 P Z Pooled Separate Account | — | — | — | $3K | <0.1% | |
| Voya Gv Mny Mkt FA (Hid Acct) Pooled Separate Account | — | — | — | $1K | <0.1% |
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