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Original filing (PDF)20250919114722NAL0002962464001
GO PHYSICAL THERAPY, LLC
Form 5500
FILING_RECEIVED
GO PHYSICAL THERAPY 401(K) PLAN
401(k) retirement plan
Active participants
432
Accounts w/ balance
464
Plan assets (EOY)
$45.2M
Net assets (EOY)
$45.2M
How this plan invests
This plan
34 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
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GO PHYSICAL THERAPY, LLC.
Plan sponsor
Name
GO PHYSICAL THERAPY, LLC
EIN
81-0653461
Address
PO BOX 5285 · GRAND ISLAND, NE · 688025285
Phone
(308) 675-1853
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
2025-09-19
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
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | 95-1411037 | IRVINE, CA | RECORDKEEPER ADMIN | $23K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUTZ & COMPANY PC | 47-0625816 | OMAHA, NE | OTHER | $48K | — |
| FORVIS MAZARS, LLP | 44-0160260 | SPRINGFIELD, MO | OTHER | $17K | — |
Investments
34 direct securities· $44.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R6 Mutual Fund | — | — | — | $6.2M | 13.6% | |
| American Funds Washington Mutual R6 Mutual Fund | — | — | — | $4.7M | 10.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $3.5M | 7.7% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $2.8M | 6.2% | |
| DFA International Core Equity I Mutual Fund | — | — | — | $2.5M | 5.4% | |
| American Funds 2055 Target Date Fund R6 Mutual Fund | — | — | — | $2.0M | 4.5% | |
| Vanguard Growth Index -Admiral Mutual Fund | — | — | — | $1.9M | 4.2% | |
| Vanguard Value Index - Admiral Mutual Fund | — | — | — | $1.9M | 4.1% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $1.7M | 3.8% | |
| American Funds 2030 Target Date Fund R6 Mutual Fund | — | — | — | $1.6M | 3.5% | |
| American Funds Bond Fund of Amer R6 Mutual Fund | — | — | — | $1.5M | 3.2% | |
| American Funds 2040 Target Date Fund R6 Mutual Fund | — | — | — | $1.4M | 3.2% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $1.3M | 3.0% | |
| American Funds Capital World G/I R6 Mutual Fund | — | — | — | $1.2M | 2.6% | |
| American Funds 2060 Target Date Fund R6 Mutual Fund | — | — | — | $1.1M | 2.5% | |
| American Funds 2035 Target Date Fund R6 Mutual Fund | — | — | — | $1.1M | 2.4% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $1.1M | 2.4% | |
| DFA Emerging Markets Core Equity I Mutual Fund | — | — | — | $1.0M | 2.2% | |
| Fidelity Short-Term Bond Index Mutual Fund | — | — | — | $946K | 2.1% | |
| American Funds Income Fund of America R6 Mutual Fund | — | — | — | $857K | 1.9% | |
| American Funds 2045 Target Date Fund R6 Mutual Fund | — | — | — | $741K | 1.6% | |
| American Funds US Govt Money Market R6 Money Market | — | — | — | $688K | 1.5% | |
| American Funds 2050 Target Date Fund R6 Mutual Fund | — | — | — | $650K | 1.4% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $596K | 1.3% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $587K | 1.3% | |
| DFA US Small Cap I Mutual Fund | — | — | — | $555K | 1.2% | |
| American Funds 2065 Target Date Fund R6 Mutual Fund | — | — | — | $207K | 0.5% | |
| maturing 2025 to 2035 | — | — | — | $195K | 0.4% | |
| American Funds 2025 Target Date Fund R6 Mutual Fund | — | — | — | $30K | <0.1% | |
| American Funds 2020 Target Date Fund R6 Mutual Fund | — | — | — | $18K | <0.1% | |
| American Funds Capital World Bond R6 Mutual Fund | — | — | — | $14K | <0.1% | |
| American Funds 2010 Target Date Fund R6 Mutual Fund | — | — | — | $11K | <0.1% | |
| American Funds US Government Sec R6 Mutual Fund | — | — | — | $5K | <0.1% | |
| American Funds 2015 Target Date Fund R6 Mutual Fund | — | — | — | $1K | <0.1% |
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