Back to filter
Original filing (PDF)20250915092704NAL0000866193001
MOREAU PHYSICAL THERAPY
Form 5500
FILING_RECEIVED
MOREAU PHYSICAL THERAPY 401(K) PLAN
401(k) retirement plan
Active participants
174
Accounts w/ balance
148
Plan assets (EOY)
$5.0M
Net assets (EOY)
$4.9M
How this plan invests
This plan
42 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOREAU PHYSICAL THERAPY.
Plan sponsor
Name
MOREAU PHYSICAL THERAPY
EIN
72-0948280
Address
4324 S. SHERWOOD FOREST BLVD. · STE. B-170 · ZACHARY, LA · 70816
Phone
(225) 654-8208
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
2025-09-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DAIGREPONT & BRIAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. | 01-0233346 | — | RECORDKEEPER | $700 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH - FAS | 13-5674085 | CHARLOTTE, NC | INVESTMENT ADVISOR | $11K | — |
| MERRILL LYNCH - EPS | 13-5674085 | CHARLOTTE, NC | INVESTMENT ADVISOR | $11K | — |
Investments
42 pooled funds· $4.9M(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.0M | 21.0% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $894K | 18.0% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $785K | 15.8% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $520K | 10.5% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $281K | 5.7% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $165K | 3.3% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $163K | 3.3% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $154K | 3.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $127K | 2.6% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $119K | 2.4% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $117K | 2.4% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $84K | 1.7% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $73K | 1.5% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $62K | 1.3% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $56K | 1.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $54K | 1.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $51K | 1.0% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $29K | 0.6% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $27K | 0.5% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $20K | 0.4% | |
| ISHARES GOLD TRUST ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $16K | 0.3% | |
| NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $16K | 0.3% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $15K | 0.3% | |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $10K | 0.2% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $9K | 0.2% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $5K | 0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| DFA INTL SMALL CAP VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| ISHARES MSCI EAFE GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $235 | <0.1% | |
| JPMORGAN SMID CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $137 | <0.1% | |
| UNDISCOVERED MGR BEHAVIORAL JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $81 | <0.1% |
Related plans
Other plans using MERRILL LYNCH - FAS
IRISNDT INC.
IRISNDT INC. 401(K) PLAN
$42.6M · 1,603 participants
CRESA PARTNERS BOSTON INC
CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN
$39.9M · 95 participants
EVERETT J. PRESCOTT, INC.
TEAM EJP 401(K) RETIREMENT SAVINGS PLAN
$30.2M · 322 participants
CAROLINA WHOLESALE GROUP, INC.
CAROLINA WHOLESALE GROUP 401(K) PLAN
$22.0M · 165 participants
TECHNOLOGY PARTNERS, LLC
TECHNOLOGY PARTNERS, LLC 401(K) PROFIT SHARING PLAN
$16.2M · 225 participants
ARBORIS, LLC
ARBORIS LLC 401(K) RETIREMENT PLAN
$15.9M · 76 participants
Similar-size Health Care & Social Assistance plans
GARY SCHWARTZBERG, M.S., CCC-A
GARY SCHWARTZBERG, M.S., CCC-A PROFIT SHARING PLAN
$4.9M · 4 participants
CENTER FOR HEARING AND COMMUNI
CENTER FOR HEARING AND COMMUNICATION
$5.0M · 25 participants
MATOSO-TOGNETTI, INC. DBA APEX PHYSICAL THERAPY AND SPORTS MEDICINE
APEX PHYSICAL THERAPY AND SPORTS MEDICINE 401(K) PLAN
$5.0M · 25 participants
SUBURBAN PHYSICAL THERAPY & SPORTS MEDICINE CENTER, LLC
SUBURBAN PHYSICAL THERAPY & SPORTS MEDICINE CENTER PROFIT SHARING PLAN
$5.0M · 7 participants
A TO Z THERAPY MANAGEMENT, LLC
A TO Z THERAPY 401(K) PLAN
$5.0M · 32 participants
KARE PARTNERS BILLING & OPERATIONS, INC.
COMPLEAT REHAB SERVICES 401(K) PLAN
$5.0M · 340 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants