Crystal Butler signed Access Physical Therapy & Wellne's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access Physical Therapy & Wellne's EIN is 87-2877421.
Download the official 2023 Form 5500 (PDF) for Access Physical Therapy & Wellne from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Access Physical Therapy & Wellne's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOCUSED WEALTH MANAGEMENT | 27-2575734 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $605K | 15.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $505K | 12.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $349K | 8.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $309K | 7.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $308K | 7.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $280K | 7.0% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $267K | 6.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $242K | 6.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $205K | 5.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $157K | 3.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $129K | 3.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $122K | 3.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $113K | 2.8% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $102K | 2.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $89K | 2.2% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $68K | 1.7% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $55K | 1.4% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $43K | 1.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $22K | 0.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $13K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $10K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
