Performance Physical Therapy Management, LLC's EIN is 87-3762556.
Download the official 2024 Form 5500 (PDF) for Performance Physical Therapy Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Performance Physical Therapy Management, LLC'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $61K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK QUAL VAR ACCOUNTS JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11.9M | 100.0% | |
| John Hancock JH Lifetime Blend 2040 CIT R2 - PSA | Pooled Separate Accounts | — | — | $2.3M | 19.3% | |
| John Hancock JH Lifetime Blend 2055 CIT R2 - PSA | Pooled Separate Accounts | — | — | $1.9M | 16.3% | |
| John Hancock JH Lifetime Blend 2060 CIT R2 - PSA | Pooled Separate Accounts | — | — | $1.5M | 12.3% | |
| John Hancock JH Lifetime Blend 2050 CIT R2 - PSA | Pooled Separate Accounts | — | — | $1.4M | 11.9% | |
| John Hancock JH 500 Index Fund - PSA | Pooled Separate Accounts | — | — | $741K | 6.2% | |
| John Hancock JH Lifetime Blend 2045 CIT R2 - PSA | Pooled Separate Accounts | — | — | $678K | 5.7% | |
| John Hancock JH Lifetime Blend 2065 CIT R2 - PSA | Pooled Separate Accounts | — | — | $590K | 5.0% | |
| John Hancock Vanguard Growth Index Fund - PSA | Pooled Separate Accounts | — | — | $490K | 4.1% | |
| John Hancock JH Lifetime Blend 2025 CIT R2 - PSA | Pooled Separate Accounts | — | — | $431K | 3.6% | |
| John Hancock Vanguard Value Index - PSA | Pooled Separate Accounts | — | — | $226K | 1.9% | |
| John Hancock JH Lifetime Blend 2035 CIT R2 - PSA | Pooled Separate Accounts | — | — | $192K | 1.6% | |
| John Hancock T. Rowe Price Health Science - PSA | Pooled Separate Accounts | — | — | $180K | 1.5% | |
| John Hancock JH International Equity Index - PSA | Pooled Separate Accounts | — | — | $163K | 1.4% | |
| John Hancock Vanguard Small Cap Growth Index - PSA | Pooled Separate Accounts | — | — | $142K | 1.2% | |
| John Hancock JH Mid Cap Index - PSA | Pooled Separate Accounts | — | — | $141K | 1.2% | |
| John Hancock DFA International Value - PSA | Pooled Separate Accounts | — | — | $135K | 1.1% | |
| John Hancock Vanguard Mid Cap Value ETF - PSA | Pooled Separate Accounts | — | — | $122K | 1.0% | |
| John Hancock Vanguard Mid Cap Growth ETF - PSA | Pooled Separate Accounts | — | — | $112K | 0.9% | |
| John Hancock Vanguard Small Cap Value Index - PSA | Pooled Separate Accounts | — | — | $92K | 0.8% | |
| John Hancock American Funds New Perspective Fund - PSA | Pooled Separate Accounts | — | — | $79K | 0.7% | |
| John Hancock JH Small Cap Index - PSA | Pooled Separate Accounts | — | — | $61K | 0.5% | |
| John Hancock Northern EM Equity Index - PSA | Pooled Separate Accounts | — | — | $54K | 0.5% | |
| John Hancock American Funds Small Cap World - PSA | Pooled Separate Accounts | — | — | $47K | 0.4% | |
| John Hancock JH Total Bond Market Fund - PSA | Pooled Separate Accounts | — | — | $40K | 0.3% | |
| John Hancock Templeton Global Bond - PSA | Pooled Separate Accounts | — | — | $21K | 0.2% | |
| John Hancock T. Rowe Price Spectrum Inc. - PSA | Pooled Separate Accounts | — | — | $17K | 0.1% | |
| John Hancock JH Lifetime Blend 2030 CIT R2 - PSA | Pooled Separate Accounts | — | — | $17K | 0.1% | |
| John Hancock Money Market Fund - PSA | Pooled Separate Accounts | — | — | $11K | <0.1% | |
| Cash 110 * Participant loans Maturing on various dates through 2026 at interest | Cash / Money Market | — | — | $2K | <0.1% | |
| John Hancock Vanguard Short-Term Federal - PSA | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
