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Original filing (PDF)20251015123738NAL0009259026001
PERFORMANCE PHYSICAL THERAPY MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
HIGHBAR 401(K) PLAN
401(k) retirement plan
Active participants
276
Accounts w/ balance
249
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
- 56 bps in Schedule C fees — 94% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFORMANCE PHYSICAL THERAPY MANAGEMENT, LLC.
Plan sponsor
Name
PERFORMANCE PHYSICAL THERAPY MANAGEMENT, LLC
EIN
87-3762556
Address
4 RICHMOND SQUARE · SUITE 200 · PROVIDENCE, RI · 02906
Phone
(401) 726-7100
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
MCBIZ CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $61K | — |
Investments
30 direct securities · 1 pooled fund· $23.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.9M
30 holdings
Pooled Separate Account
$11.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $2.3M | 19.3% | |
| John Hancock JH Lifetime Blend 2055 CIT R2 - PSA | — | — | — | $1.9M | 16.3% | |
| John Hancock JH Lifetime Blend 2060 CIT R2 - PSA | — | — | — | $1.5M | 12.3% | |
| John Hancock JH Lifetime Blend 2050 CIT R2 - PSA | — | — | — | $1.4M | 11.9% | |
| John Hancock JH 500 Index Fund - PSA | — | — | — | $741K | 6.2% | |
| John Hancock JH Lifetime Blend 2045 CIT R2 - PSA | — | — | — | $678K | 5.7% | |
| John Hancock JH Lifetime Blend 2065 CIT R2 - PSA | — | — | — | $590K | 5.0% | |
| John Hancock Vanguard Growth Index Fund - PSA | — | — | — | $490K | 4.1% | |
| John Hancock JH Lifetime Blend 2025 CIT R2 - PSA | — | — | — | $431K | 3.6% | |
| John Hancock Vanguard Value Index - PSA | — | — | — | $226K | 1.9% | |
| John Hancock JH Lifetime Blend 2035 CIT R2 - PSA | — | — | — | $192K | 1.6% | |
| John Hancock T. Rowe Price Health Science - PSA | — | — | — | $180K | 1.5% | |
| John Hancock JH International Equity Index - PSA | — | — | — | $163K | 1.4% | |
| John Hancock Vanguard Small Cap Growth Index - PSA | — | — | — | $142K | 1.2% | |
| John Hancock JH Mid Cap Index - PSA | — | — | — | $141K | 1.2% | |
| John Hancock DFA International Value - PSA | — | — | — | $135K | 1.1% | |
| John Hancock Vanguard Mid Cap Value ETF - PSA | — | — | — | $122K | 1.0% | |
| John Hancock Vanguard Mid Cap Growth ETF - PSA | — | — | — | $112K | 0.9% | |
| John Hancock Vanguard Small Cap Value Index - PSA | — | — | — | $92K | 0.8% | |
| John Hancock American Funds New Perspective Fund - PSA | — | — | — | $79K | 0.7% | |
| John Hancock JH Small Cap Index - PSA | — | — | — | $61K | 0.5% | |
| John Hancock Northern EM Equity Index - PSA | — | — | — | $54K | 0.5% | |
| John Hancock American Funds Small Cap World - PSA | — | — | — | $47K | 0.4% | |
| John Hancock JH Total Bond Market Fund - PSA | — | — | — | $40K | 0.3% | |
| John Hancock Templeton Global Bond - PSA | — | — | — | $21K | 0.2% | |
| John Hancock T. Rowe Price Spectrum Inc. - PSA | — | — | — | $17K | 0.1% | |
| John Hancock JH Lifetime Blend 2030 CIT R2 - PSA | — | — | — | $17K | 0.1% | |
| John Hancock Money Market Fund - PSA | — | — | — | $11K | <0.1% | |
| Cash 110 * Participant loans Maturing on various dates through 2026 at interest | — | — | — | $2K | <0.1% | |
| John Hancock Vanguard Short-Term Federal - PSA | — | — | — | $1K | <0.1% |
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