PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Therapy One PLLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Therapy One PLLC

EIN 20-0548588-computer software-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Health & Benefits
0
Participants
20
108 UNIVERSITY DRIVE - MESA, AZ 85201480-688-1917therapycorner.comLinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#001Cash balance-$2.5M - 9 part#002401(k)-$899K - 11 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

  • CASH BALANCE PLAN (#001)$2.5M
  • PROFIT SHARING PLAN (#002)$899K
Total $3.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)11
  • CASH BALANCE PLAN (#001)9
Total 20Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THERAPY ONE LLC CASH BALANCE PLAN

Cash balance

Assets$2.5M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THERAPY ONE PLLC 401K PROFIT SHARING PLAN

401(k)

Assets$899K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THERAPY ONE LLC CASH BALANCE PLANCash balance$2.5M92025
#002THERAPY ONE PLLC 401K PROFIT SHARING PLAN401(k)$899K112025
  • THERAPY ONE LLC CASH BALANCE PLAN$2.5M
    #001 · Cash balance · 20259
  • THERAPY ONE PLLC 401K PROFIT SHARING PLAN$899K
    #002 · 401(k) · 202511
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica