How big is Therapeutic Alternatives Inc.'s plan?

Therapeutic Alternatives Inc.'s plan reported $2.5M in assets and 3,011 participants for 2024.

Original filing (PDF)20251008112003NAL0013580946001

Therapeutic Alternatives Inc.

Name: Therapeutic Alternatives Inc. — Therapeutic, Form 5500 (2024)
Creator: Therapeutic Alternatives Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Therapeutic Alternatives Inc. 401(k) Plan

401(k) retirement plan · Therapeutic Alternatives Inc.'s Therapeutic Alternatives Inc. 401(k) Plan held $2.5M in plan assets for 3,011 participants in 2024, with OneAmerica as recordkeeper.

Signals · 3

Possibly inadequate fidelity bond23% employer stockCorrective distributions issued

Active participants

3,011

Accounts w/ balance

304

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Dean Wilson signed Therapeutic Alternatives Inc.'s 2024 Form 5500 as plan administrator.

Dean Wilson — 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

Therapeutic Alternatives Inc.'s EIN is 56-1960076.

EIN 56-1960076

Plan number 002

Plan year 2024

ACK ID 20251008112003NAL0013580946001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Therapeutic Alternatives Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Therapeutic Alternatives Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THERAPEUTIC ALTERNATIVES INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

19 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

Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

THERAPEUTIC ALTERNATIVES INC.

EIN

all filings

Address

4270 HEATH DAIRY ROAD · P.O. BOX 814 · RANDLEMAN, NC · 27317

Phone

(336) 495-2729

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$5K	—

Investments

19 direct securities · 1 pooled fund· $3.9M(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 Account

$1.5M

1 holding

Other securities

$677K

8 holdings

Mutual Funds

$604K

6 holdings

Common Stocks

$568K

1 holding

Stable Value

$426K

1 holding

Common Collective Trusts

$183K

3 holdings

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$1.5M	59.3%
AMERICAN UNITED LIFE INS CO AUL FIXED ACCOUNT 0	Common Stocks	—	—	$568K	23.0%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$426K	17.2%
AMERICAN FUNDS AMERFDS GRTH FD OF AMERICA R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$198K	8.0%
AMERICAN CENTURY AMERCENT ONE CHOICE 2025 A MUTUAL FUND SHARES 0	Other securities	—	—	$148K	6.0%
INVESCO DIVERSIFIED DIV A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$147K	6.0%
STATE STREET GLOBAL STATE ST S&P 500 INDX CL I MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$125K	5.1%
AMERICAN CENTURY AMERCENT ONE CHOICE 2040 A MUTUAL FUND SHARES 0	Other securities	—	—	$112K	4.6%
AMERICAN CENTURY AMERCENT ONE CHOICE IN RET A MUTUAL FUND SHARES 0	Other securities	—	—	$107K	4.3%
AMERICAN CENTURY AMERCENT ONE CHOICE 2030 A MUTUAL FUND SHARES 0	Other securities	—	—	$90K	3.6%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$88K	3.6%
VICTORY VIC PIONEER BOND A MUTUAL FUND SHARES 0	Other securities	—	—	$86K	3.5%
AMERICAN CENTURY AMERCENT ONE CHOICE 2035 A MUTUAL FUND SHARES 0	Other securities	—	—	$85K	3.5%
AMERICAN FUNDS AMERFDS EUPAC R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$75K	3.0%
NUVEEN SMCAP VAL A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$56K	2.3%
STATE STREET GLOBAL STATE ST S&P MIDCAP IDX CL A MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$51K	2.1%
ALGER CAP APP INST R MUTUAL FUND SHARES 0	Other securities	—	—	$46K	1.9%
JANUS HENDERSON JAN HEN TRITON S MUTUAL FUND SHARES 0	Mutual Funds	—	—	$39K	1.6%
STATE STREET GLOBAL STATE ST RUSSLL SMCAP IDX CL I MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$7K	0.3%
AMERICAN CENTURY AMERCENT ONE CHOICE 2045 A MUTUAL FUND SHARES 0	Other securities	—	—	$2K	<0.1%