How big is AXES Physical Therapy's plan?

AXES Physical Therapy's plan reported $6.0M in assets and 232 participants for 2024.

Original filing (PDF)20251015073520NAL0008188818001

AXES Physical Therapy

Name: AXES Physical Therapy — AXES PT Retirement Plan, Form 5500 (2024)
Creator: AXES Physical Therapy
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AXES PT Retirement Plan

401(k) retirement plan · AXES Physical Therapy's AXES PT Retirement Plan held $6.0M in plan assets for 232 participants in 2024, with Voya as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

232

Accounts w/ balance

151

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

William Franzen signed AXES Physical Therapy's 2024 Form 5500 as plan administrator.

William Franzen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AXES Physical Therapy's EIN is 47-5528571.

EIN 47-5528571

Plan number 001

Plan year 2024

ACK ID 20251015073520NAL0008188818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AXES Physical Therapy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AXES Physical Therapy's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXES PHYSICAL THERAPY.

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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

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Plan sponsor

Name

AXES PHYSICAL THERAPY

EIN

all filings

Address

647 SPIRIT AIRPARK WEST DRIVE · SUITE 101 · CHESTERFIELD, MO · 63005

Phone

(573) 631-8079

Industry

Health Care & Social Assistance

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.

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT ADVISORS, LLC	02-0488491	—	SERVICE PROVIDER	$2K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
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.

Pooled Separate Accounts

$5.9M

29 holdings

Pooled Separate Account

$5.9M

1 holding

Other securities

$43K

1 holding

Bonds / Notes

$7K

1 holding

					% 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	Pooled Separate Accounts	—	—	$973K	16.3%
Voya Index Solution 2040 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$838K	14.0%
Voya Index Solution 2055 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$401K	6.7%
Voya Index Solution 2060 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$391K	6.5%
Voya Index Solution 2045 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$386K	6.4%
Voya Index Solution 2050 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$340K	5.7%
iShares Russell Mid-Cap Idx K Pooled Separate Account	Pooled Separate Accounts	—	—	$309K	5.2%
American Funds EuroPacific R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$300K	5.0%
DF A US Large Cap Gr Port Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$252K	4.2%
iShares Russell 2000 Sm Cp In K Pooled Separate Account	Pooled Separate Accounts	—	—	$227K	3.8%
American Funds Nw Prspctv R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$221K	3.7%
Voya Index Solution 2035 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$203K	3.4%
Vangrd Int-Trm Bd Indx Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$195K	3.3%
Vangrd Mid-Cap VI Indx Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$157K	2.6%
Vangrd Em Mkts Stk Ind Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$155K	2.6%
American Funds Wash Mutual R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$135K	2.3%
DFA Infl-Prot Sec Port Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$94K	1.6%
Vangrd Sm-Cap Grw Index Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$88K	1.5%
Voya Index Solution 2065 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$46K	0.8%
Cohen&Steers Real Est S Fd Z Pooled Separate Account	Pooled Separate Accounts	—	—	$44K	0.7%
Voya Fixed Account ( 4450) Fixed Account	Other securities	—	—	$43K	0.7%
Vangrd Md-Cap Grw Index Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$29K	0.5%
Vangrd High-Yd Corp Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$24K	0.4%
PIMCO Income Fund Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$24K	0.4%
Columbia SmCp Value Fnd II 13 Pooled Separate Account	Pooled Separate Accounts	—	—	$17K	0.3%
American Funds Am Balanced R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.3%
American Funds Cap W d Bd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	0.2%
Participant Loans 10.50% -0-	Bonds / Notes	—	—	$7K	0.1%
Voya Index Solution Inc P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
Voya Index Solution 2025 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
Voya Gv Mny Mkt FA (Hid Acct) Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%