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Original filing (PDF)20250926051021NAL0009077905001
IVYREHAB PT, OT & SPEECH PLLC
Form 5500
FILING_RECEIVED
IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6,154
Accounts w/ balance
3,676
Plan assets (EOY)
$110.7M
Net assets (EOY)
$110.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 53 bps in Schedule C fees — 433% above peer band of 10 bps.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IVYREHAB PT, OT & SPEECH PLLC.
Plan sponsor
Name
IVYREHAB PT, OT & SPEECH PLLC
EIN
80-0071212
Address
1311 MAMARONECK AVENUE SUITE 140 · WHITE PLAINS, NY · 10605
Phone
(713) 444-5706
Industry
Finance & Insurancesee 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
2025-09-26
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
BDG - CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $274K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAIRCOURT PARTNERS, LLC | 82-4882966 | — | INVESTMENT/FINANCIAL ADVI | $316K | — |
Investments
28 direct securities· $109.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $16.0M | 14.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $14.7M | 13.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $9.7M | 8.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $9.3M | 8.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $8.0M | 7.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $7.8M | 7.1% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $6.8M | 6.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $5.1M | 4.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $4.1M | 3.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $3.8M | 3.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $3.7M | 3.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $3.0M | 2.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $2.0M | 1.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $1.9M | 1.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.8M | 1.7% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $1.7M | 1.5% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $1.6M | 1.4% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $1.3M | 1.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $1.3M | 1.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 1.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $970K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $799K | 0.7% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $788K | 0.7% | |
| DFA INTL SMALL CAP VAL INST | Registered Investment Companies | — | — | $667K | 0.6% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $593K | 0.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $536K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $354K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $285K | 0.3% |