GREG Lenzen signed Therapy 2000, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Therapy 2000, Inc.'s EIN is 75-2883890.
Download the official 2024 Form 5500 (PDF) for Therapy 2000, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Therapy 2000, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Trp Retire 2055 I | Other securities | — | — | $4.6M | 15.1% | |
| T. Rowe Price Trp Retire 2035 I | Other securities | — | — | $4.1M | 13.5% | |
| T. Rowe Price Trp Retire 2050 I | Other securities | — | — | $3.2M | 10.6% | |
| T. Rowe Price Trp Retire 2045 I | Other securities | — | — | $2.7M | 8.9% | |
| T. Rowe Price Trp Retire 2040 I | Other securities | — | — | $2.5M | 8.1% | |
| Fidelity Fid Lg Cap Gr Idx | Common Collective Trusts | — | — | $2.3M | 7.6% | |
| T. Rowe Price Trp Retire 2030 I | Other securities | — | — | $1.4M | 4.5% | |
| Vanguard Windsor II ADM | Mutual Funds | — | — | $1.0M | 3.4% | |
| Vanguard Treasure MM | Mutual Funds | — | — | $913K | 3.0% | |
| Vanguard Industrial Index ADM | Mutual Funds | — | — | $874K | 2.9% | |
| Vanguard Vang Dev Mkt Idx Adm | Common Collective Trusts | — | — | $797K | 2.6% | |
| Vanguard Small-Cap Value Index ADM | Mutual Funds | — | — | $710K | 2.3% | |
| Fidelity Mfs Mid Cap Value R6 | Mutual Funds | — | — | $649K | 2.1% | |
| T. Rowe Price Trp Retire 2025 I | Other securities | — | — | $612K | 2.0% | |
| Vanguard Developed Market Index Fund ADM | Common Collective Trusts | — | — | $588K | 1.9% | |
| BlackRock Technology Opportunities Fund K | Other securities | — | — | $559K | 1.8% | |
| Fidelity Fid Balanced K6 | Mutual Funds | — | — | $508K | 1.7% | |
| Fidelity Af Bond Fund Fd Amer R6 | Mutual Funds | — | — | $492K | 1.6% | |
| Participants Participant Loans Interest Rate 4.25% to 9.5% - | Bonds / Notes | — | — | $377K | 1.2% | |
| Fidelity Fid Sm Cap Idx | Common Collective Trusts | — | — | $342K | 1.1% | |
| T. Rowe Price Trp Retire 2015 I | Other securities | — | — | $322K | 1.1% | |
| Fidelity Trp Health Sci I | Mutual Funds | — | — | $183K | 0.6% | |
| Fidelity Fid 500 Index | Common Collective Trusts | — | — | $161K | 0.5% | |
| T. Rowe Price Trp Retire 2020 I | Other securities | — | — | $125K | 0.4% | |
| Fidelity AF New World R6 | Mutual Funds | — | — | $115K | 0.4% | |
| Fidelity Htfd Strat Inc R6 | Mutual Funds | — | — | $80K | 0.3% | |
| Fidelity Capital & Income Fund | Mutual Funds | — | — | $78K | 0.3% | |
| Fidelity Trp Retire 2005 I | Mutual Funds | — | — | $76K | 0.2% | |
| Fidelity C&S Inst Realty SHS | Mutual Funds | — | — | $43K | 0.1% | |
| T. Rowe Price Trp Retire 2010 I | Other securities | — | — | $18K | <0.1% | |
| Fidelity First Eagle Global R6 | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
