How big is GO Physical Therapy, LLC's plan?

GO Physical Therapy, LLC's plan reported $45.2M in assets and 432 participants for 2024.

Original filing (PDF)20250919114722NAL0002962464001

GO Physical Therapy, LLC

Name: GO Physical Therapy, LLC — GO Physical Therapy, Form 5500 (2024)
Creator: GO Physical Therapy, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

GO Physical Therapy 401(k) Plan

401(k) retirement plan · GO Physical Therapy, LLC's GO Physical Therapy 401(k) Plan held $45.2M in plan assets for 432 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Active participants

432

Accounts w/ balance

464

Plan assets (EOY)

$45.2M

Net assets (EOY)

$45.2M

People on this filing

Shane Stava signed GO Physical Therapy, LLC's 2024 Form 5500 as plan administrator.

Shane Stava — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GO Physical Therapy, LLC's EIN is 81-0653461.

EIN 81-0653461

Plan number 001

Plan year 2024

ACK ID 20250919114722NAL0002962464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GO Physical Therapy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GO Physical Therapy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GO PHYSICAL THERAPY, LLC.

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

GO PHYSICAL THERAPY, LLC

EIN

all filings

Address

PO BOX 5285 · GRAND ISLAND, NE · 688025285

Phone

(308) 675-1853

Industry

Health Care & Social Assistance

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERV	95-1411037	IRVINE, CA	RECORDKEEPER ADMIN	$23K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LUTZ & COMPANY PC	47-0625816	OMAHA, NE	OTHER	$48K	—
FORVIS MAZARS, LLP

Investments

34 direct securities· $44.5M(98% of reported assets)

Mutual Funds

$40.8M

32 holdings

Common Collective Trusts

$3.5M

1 holding

Other securities

$195K

1 holding

					% of plan
American Funds Growth Fund of Amer R6 Mutual Fund	Mutual Funds	—	—	$6.2M	13.6%
American Funds Washington Mutual R6 Mutual Fund	Mutual Funds	—	—	$4.7M	10.5%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$3.5M	7.7%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$2.8M	6.2%
DFA International Core Equity I Mutual Fund	Mutual Funds	—	—	$2.5M	5.4%
American Funds 2055 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$2.0M	4.5%
Vanguard Growth Index -Admiral Mutual Fund	Mutual Funds	—	—	$1.9M	4.2%
Vanguard Value Index - Admiral Mutual Fund	Mutual Funds	—	—	$1.9M	4.1%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$1.7M	3.8%
American Funds 2030 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.6M	3.5%
American Funds Bond Fund of Amer R6 Mutual Fund	Mutual Funds	—	—	$1.5M	3.2%
American Funds 2040 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.4M	3.2%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$1.3M	3.0%
American Funds Capital World G/I R6 Mutual Fund	Mutual Funds	—	—	$1.2M	2.6%
American Funds 2060 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.1M	2.5%
American Funds 2035 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.1M	2.4%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$1.1M	2.4%
DFA Emerging Markets Core Equity I Mutual Fund	Mutual Funds	—	—	$1.0M	2.2%
Fidelity Short-Term Bond Index Mutual Fund	Mutual Funds	—	—	$946K	2.1%
American Funds Income Fund of America R6 Mutual Fund	Mutual Funds	—	—	$857K	1.9%
American Funds 2045 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$741K	1.6%
American Funds US Govt Money Market R6 Money Market	Mutual Funds	—	—	$688K	1.5%
American Funds 2050 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$650K	1.4%
Vanguard Mid-Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$596K	1.3%
DFA US Targeted Value I Mutual Fund	Mutual Funds	—	—	$587K	1.3%
DFA US Small Cap I Mutual Fund	Mutual Funds	—	—	$555K	1.2%
American Funds 2065 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$207K	0.5%
maturing 2025 to 2035	Other securities	—	—	$195K	0.4%
American Funds 2025 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$30K	<0.1%
American Funds 2020 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$18K	<0.1%
American Funds Capital World Bond R6 Mutual Fund	Mutual Funds	—	—	$14K	<0.1%
American Funds 2010 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
American Funds US Government Sec R6 Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
American Funds 2015 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1K	<0.1%