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Original filing (PDF)20250926050804NAL0009777584001
THRIVE PHYSICAL THERAPY PARTNERS
Form 5500
FILING_RECEIVED
THRIVE PHYSICAL THERAPY PARTNERS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~89 bps in Sched C fees
Active participants
558
Accounts w/ balance
487
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 89 bps in Schedule C fees — 71% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THRIVE PHYSICAL THERAPY PARTNERS.
Plan sponsor
Name
THRIVE PHYSICAL THERAPY PARTNERS
EIN
87-3167154
Address
111 E WACKER DR SUITE 1200 · CHICAGO, IL · 60601
Phone
(708) 945-5463
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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $51K | — |
Investments
27 direct securities · 1 pooled fund· $5.7M(100% of reported assets)
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.
Registered Investment Companies
$5.7M
27 holdings
Common Collective Trust
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GS INFLATION PROTECTED SEC R6 773 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $827K | 14.5% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $717K | 12.6% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $655K | 11.5% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $533K | 9.4% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $482K | 8.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $372K | 6.5% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $367K | 6.5% | |
| FID FREE INDX 2015 PREM 724 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $309K | 5.4% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $269K | 4.7% | |
| PRI REAL ESTATE SECURITIES R6 900 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $257K | 4.5% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $242K | 4.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $130K | 2.3% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $108K | 1.9% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $81K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $66K | 1.2% | |
| DFA COMMODITY STRAT PORT INST 237 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $61K | 1.1% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $51K | 0.9% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $42K | 0.7% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $33K | 0.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $28K | 0.5% | |
| FID FREEDOM INDEX 2010 PREMIER 45 REGISTERED INVESTMENT COMPANY BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $15K | 0.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $12K | 0.2% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $7K | 0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $6K | 0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $5K | <0.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $3K | <0.1% |
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