Gerald McKim signed LHM Physical Therapy Institute LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LHM Physical Therapy Institute LLC's EIN is 92-3116865.
Download the official 2024 Form 5500 (PDF) for LHM Physical Therapy Institute LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LHM Physical Therapy Institute LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TR AMERICAN FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $691K | 43.5% | |
| GREAT GRAY TR AMERICAN FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $216K | 13.6% | |
| GREAT GRAY TR AMERICAN FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $197K | 12.4% | |
| GREAT GRAY TR AMERICAN FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $179K | 11.3% | |
| GREAT GRAY TR AMERICAN FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $116K | 7.3% | |
| GREAT GRAY TR AMERICAN FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $31K | 2.0% | |
| GREAT GRAY TR AMERICAN FUNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $27K | 1.7% | |
| Fidelity Investments Fidelity 500 Index N/R | Mutual Funds | — | — | $16K | 1.0% | |
| GREAT GRAY TR AMERICAN FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $12K | 0.7% | |
| JPMorgan US Equity R6 N/R | Other securities | — | — | $12K | 0.7% | |
| BlackRock 80/20 Target Allocation K N/R | Other securities | — | — | $10K | 0.6% | |
| Fidelity Investments Fidelity Large Cap Growth Index N/R | Mutual Funds | — | — | $9K | 0.6% | |
| GREAT GRAY TR AMERICAN FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $8K | 0.5% | |
| JPMorgan Investor Growth R6 N/R | Other securities | — | — | $8K | 0.5% | |
| JPMorgan Large Cap Growth R6 N/R | Other securities | — | — | $6K | 0.4% | |
| Fidelity Investments Fidelity Balanced K N/R | Mutual Funds | — | — | $5K | 0.3% | |
| Dimensional Fund Advisors DFA US Small Cap Growth Instl N/R | Mutual Funds | — | — | $5K | 0.3% | |
| American Funds American Funds New World R6 N/R | Mutual Funds | — | — | $5K | 0.3% | |
| Franklin Templeton Putnam Large Cap Value R6 N/R | Mutual Funds | — | — | $4K | 0.3% | |
| Investments Fidelity Investments Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $4K | 0.2% | |
| Virtus KAR Mid-Cap Core R6 N/R | Other securities | — | — | $4K | 0.2% | |
| American Funds American Funds American High-Inc R6 N/R | Mutual Funds | — | — | $3K | 0.2% | |
| MassMutual Small Cap Opps I N/R | Other securities | — | — | $3K | 0.2% | |
| MFS International Equity R6 N/R | Mutual Funds | — | — | $3K | 0.2% | |
| Fidelity Investments Fidelity International Index N/R | Mutual Funds | — | — | $3K | 0.2% | |
| Victory Capital Victory Core Plus Intermediate Bond R6 N/R | Other securities | — | — | $3K | 0.2% | |
| American Funds American Funds Cnsrv Gr & Inc R-6 N/R | Mutual Funds | — | — | $3K | 0.2% | |
| Fidelity Investments Fidelity Small Cap Value Index N/R | Mutual Funds | — | — | $2K | 0.1% | |
| Fidelity Investments Fidelity Mid Cap Growth Index N/R | Mutual Funds | — | — | $2K | 0.1% | |
| Empower Funds Empower S&P SmallCap 600 Index Instl N/R | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS | — | HARRISBURG, PA | CONTRACT ADMIN | $654 | — |
