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Original filing (PDF)20250925111454NAL0003489203001
THERAPY 2000, INC.
Form 5500
FILING_RECEIVED
T2K 401(K) PLAN
401(k) retirement plan
Active participants
942
Accounts w/ balance
673
Plan assets (EOY)
$30.6M
Net assets (EOY)
$30.6M
How this plan invests
This plan
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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THERAPY 2000, INC..
Plan sponsor
Name
THERAPY 2000, INC.
EIN
75-2883890
Address
1431 GREENWAY DRIVE · SUITE 500 · IRVING, TX · 75038
Phone
(469) 533-2859
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
2025-09-25
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $56K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $55K | — |
Investments
31 direct securities· $30.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Trp Retire 2055 I | — | — | — | $4.6M | 15.1% | |
| T. Rowe Price Trp Retire 2035 I | — | — | — | $4.1M | 13.5% | |
| T. Rowe Price Trp Retire 2050 I | — | — | — | $3.2M | 10.6% | |
| T. Rowe Price Trp Retire 2045 I | — | — | — | $2.7M | 8.9% | |
| T. Rowe Price Trp Retire 2040 I | — | — | — | $2.5M | 8.1% | |
| Fidelity Fid Lg Cap Gr Idx | — | — | — | $2.3M | 7.6% | |
| T. Rowe Price Trp Retire 2030 I | — | — | — | $1.4M | 4.5% | |
| Vanguard Windsor II ADM | — | — | — | $1.0M | 3.4% | |
| Vanguard Treasure MM | — | — | — | $913K | 3.0% | |
| Vanguard Industrial Index ADM | — | — | — | $874K | 2.9% | |
| Vanguard Vang Dev Mkt Idx Adm | — | — | — | $797K | 2.6% | |
| Vanguard Small-Cap Value Index ADM | — | — | — | $710K | 2.3% | |
| Fidelity Mfs Mid Cap Value R6 | — | — | — | $649K | 2.1% | |
| T. Rowe Price Trp Retire 2025 I | — | — | — | $612K | 2.0% | |
| Vanguard Developed Market Index Fund ADM | — | — | — | $588K | 1.9% | |
| BlackRock Technology Opportunities Fund K | — | — | — | $559K | 1.8% | |
| Fidelity Fid Balanced K6 | — | — | — | $508K | 1.7% | |
| Fidelity Af Bond Fund Fd Amer R6 | — | — | — | $492K | 1.6% | |
| Participants Participant Loans Interest Rate 4.25% to 9.5% - | — | — | — | $377K | 1.2% | |
| Fidelity Fid Sm Cap Idx | — | — | — | $342K | 1.1% | |
| T. Rowe Price Trp Retire 2015 I | — | — | — | $322K | 1.1% | |
| Fidelity Trp Health Sci I | — | — | — | $183K | 0.6% | |
| Fidelity Fid 500 Index | — | — | — | $161K | 0.5% | |
| T. Rowe Price Trp Retire 2020 I | — | — | — | $125K | 0.4% | |
| Fidelity AF New World R6 | — | — | — | $115K | 0.4% | |
| Fidelity Htfd Strat Inc R6 | — | — | — | $80K | 0.3% | |
| Fidelity Capital & Income Fund | — | — | — | $78K | 0.3% | |
| Fidelity Trp Retire 2005 I | — | — | — | $76K | 0.2% | |
| Fidelity C&S Inst Realty SHS | — | — | — | $43K | 0.1% | |
| T. Rowe Price Trp Retire 2010 I | — | — | — | $18K | <0.1% | |
| Fidelity First Eagle Global R6 | — | — | — | $14K | <0.1% |
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