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Sponsor portfolio

THERAPY ONE PLLC

EIN 20-0548588-computer software-Latest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
15
108 UNIVERSITY DRIVE - MESA, AZ 85201480-688-1917therapycorner.comLinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#001CashBalance-$2.7M - 7 part#002401k-$652K - 8 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PLAN (#001)81%
  • PROFIT SHARING PLAN (#002)19%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)8
  • CASH BALANCE PLAN (#001)7
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THERAPY ONE LLC CASH BALANCE PLAN

CashBalance

Assets$2.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THERAPY ONE PLLC 401K PROFIT SHARING PLAN

401k

Assets$652K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THERAPY ONE LLC CASH BALANCE PLANCashBalance$2.7M72024
002THERAPY ONE PLLC 401K PROFIT SHARING PLAN401k$652K82024
Retirement plans
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