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Original filing (PDF)20251113120913NAL0001046643001
THE JOINT CORP.
Form 5500
FILING_RECEIVED
THE JOINT CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
713
Accounts w/ balance
340
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE JOINT CORP..
Plan sponsor
Name
THE JOINT CORP.
EIN
90-0544160
Address
16767 N. PERIMETER DRIVE · SUITE 110 · SCOTTSDALE, AZ · 85260
Phone
(480) 772-7154
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
2025-11-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
33 direct securities· $9.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.1M | 11.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $982K | 10.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $953K | 10.0% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $782K | 8.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $725K | 7.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $660K | 6.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $599K | 6.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $454K | 4.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $291K | 3.1% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $290K | 3.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $283K | 3.0% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $271K | 2.8% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $268K | 2.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $175K | 1.8% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $171K | 1.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $154K | 1.6% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $137K | 1.4% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $131K | 1.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $130K | 1.4% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $129K | 1.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $102K | 1.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $94K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $89K | 0.9% | |
| Vanguard Health Care Index Adm Vanguard 0 | — | — | — | $84K | 0.9% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $82K | 0.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $79K | 0.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $68K | 0.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $67K | 0.7% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $61K | 0.6% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $50K | 0.5% | |
| Vanguard European Stock Index Adm Vanguard 0 | — | — | — | $29K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $18K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $6K | <0.1% |
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