Shannon Acosta signed Agile Physical Therapy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Agile Physical Therapy, Inc.'s EIN is 85-0486358.
Download the official 2024 Form 5500 (PDF) for Agile Physical Therapy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agile Physical Therapy, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, automatic enrollment.
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 | $33K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund Mutual fund | Mutual Funds | — | — | $4.7M | 19.0% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $4.4M | 17.9% | |
| Fidelity Freedom Index 2050 Fund Mutual fund | Mutual Funds | — | — | $3.3M | 13.4% | |
| Fidelity Freedom Index 2055 Fund Mutual fund | Mutual Funds | — | — | $2.6M | 10.5% | |
| Fidelity Freedom Index 2035 Fund Mutual fund | Mutual Funds | — | — | $1.7M | 6.8% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $995K | 4.0% | |
| Fidelity Freedom Index 2060 Fund Mutual fund | Mutual Funds | — | — | $873K | 3.5% | |
| Fidelity Freedom Index 2025 Fund Mutual fund ** 131 * Fidelity Freedom Index 2030 Fund Mutual fund | Mutual Funds | — | — | $683K | 2.8% | |
| Fidelity Freedom Index 2045 Fund Mutual fund | Mutual Funds | — | — | $667K | 2.7% | |
| T. Rowe Price Equity Income Fund Mutual fund | Other securities | — | — | $666K | 2.7% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $543K | 2.2% | |
| Fidelity Freedom Index 2010 Fund Mutual fund ** 129 * Fidelity Freedom Index 2015 Fund Mutual fund ** 130 * Fidelity Freedom Index 2020 Fund Mutual fund | Mutual Funds | — | — | $522K | 2.1% | |
| Fidelity US Bond Fund Mutual fund | Mutual Funds | — | — | $440K | 1.8% | |
| T. Rowe Price Mid Cap Value Fund Mutual fund | Other securities | — | — | $434K | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $280K | 1.1% | |
| Fidelity Freedom Index 2065 Fund Mutual fund | Mutual Funds | — | — | $275K | 1.1% | |
| Fidelity Real Estate Index Fund Mutual fund | Common Collective Trusts | — | — | $266K | 1.1% | |
| Alger Focus Equity Fund Mutual fund | Other securities | — | — | $251K | 1.0% | |
| Fidelity Emerging Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $236K | 1.0% | |
| Notes Receivable from Participants (participant loans) Interest rates 4.25% - 9.50% -0- | Bonds / Notes | — | — | $72K | 0.3% | |
| PIMCO Total Return Fund Mutual fund | Mutual Funds | — | — | $53K | 0.2% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $46K | 0.2% | |
| American Funds Europacific Growth Fund Mutual fund | Mutual Funds | — | — | $23K | <0.1% | |
| Blackrock Mid Cap Growth Equity Fund Mutual fund | Other securities | — | — | $12K | <0.1% | |
| Fidelity Freedom Index Income Fund Mutual fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Government Money Market Fund Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
