Filings through Oct 24, 2026.

Retirement plan

Apex Physical Therapy, LLC 401(k) Plan

Name: APEX PHYSICAL THERAPY, LLC - APEX PHYSICAL THERAPY, LLC 401(K) PLAN (2025) Form 5500
Creator: APEX PHYSICAL THERAPY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APEX PHYSICAL THERAPY, LLC 401(K) PLAN, APEX PHYSICAL THERAPY, LLC

Apex Physical Therapy, LLCEIN 06-1655770Plan #001PY 2025

15 APEX DRIVE - HIGHLAND, IL 62249618-426-5520LinkedIn11-50 employees

Prospect flagsLow participationFew collective trustsFund lineup: 14 funds, $13.3M

How to read this page

Total assets (EOY)

$13.3M

+23.1% from 2024

Total participants

324

+4.9% from 2024

Average account balance

$59,698

+20.9% from 2024

Annual return

19.94%

-37.28 pp from 2024

Benchmarks

See 4,075 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,075 peers

Snapshot2025

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Analytics

See the 5-year trajectory with Pro.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
IPI WEALTH MANAGEMENT INC1 year Service code 27 · EIN 36-4061968	Advisory (Plan)	$29,297
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930	Recordkeeping	$21,815

Fund lineup

CSV with Pro

14 funds of $250K or more; 23 lines in all, holding $13.3M of the plan's $13.3M. From the 2025 filing. Recordkeeper: Vanguard.

In collective trusts0%median 0% for plans of $5M to $50M (40,449 plans)

In index funds45%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series29%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund	Vanguard	Mutual fund	$3.8M	28.6%
American Growth Portfolio R6 Registered Investment Company Capital Group · Mutual fund	Capital Group	Mutual fund	$3.0M	22.8%
Registered Investment Co - American Funds Washington Mutual Investors R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$1.2M	9.1%
Registered Capital Group/American AF Balanced R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$1.1M	8.0%
Registered Investment Company American Funds Growth Fund of America R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$988K	7.4%
Vanguard Total International Stock Index Fund Admiral Shares Registered Investment Co Vanguard · Mutual fund IndexRecordkeeper's own fund	Vanguard	Mutual fund	$643K	4.8%
Registered Investment Company American Funds New Perspective R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$538K	4.0%
Company Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Vanguard · Mutual fund IndexRecordkeeper's own fund	Vanguard	Mutual fund	$497K	3.7%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund	Vanguard	Mutual fund	$482K	3.6%
Dimensional U.S. Small Cap Portfolio Institutional Class Registered Investment Company Dimensional · Mutual fund	Dimensional	Mutual fund	$341K	2.6%

See the other 13 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E3D2G2J2K2F2T3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$51K

$181 / participant

Investment mgmt$29K57.3%
Contract admin$22K42.7%

% of EOY assets

0.384%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ECK, SCHAFER & PUNKE, LLP
Auditor EIN: 371335003
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

IPI WEALTH MANAGEMENT INC1 year

Service code 27 · EIN 36-4061968

Advisory (Plan)

$29,297

THE VANGUARD GROUP, INC.1 year

Service code 15 · EIN 23-1945930

Recordkeeping

$21,815

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 11 vintagesRecordkeeper's own fund

$3.8M

28.6%

American Growth Portfolio R6 Registered Investment Company

Capital Group · Mutual fund

$3.0M

22.8%

Registered Investment Co - American Funds Washington Mutual Investors R6

Capital Group · Mutual fund

$1.2M

9.1%

Registered Capital Group/American AF Balanced R6

Capital Group · Mutual fund

$1.1M

8.0%

Registered Investment Company American Funds Growth Fund of America R6

Capital Group · Mutual fund

$988K

7.4%

Vanguard Total International Stock Index Fund Admiral Shares Registered Investment Co

Vanguard · Mutual fund

IndexRecordkeeper's own fund

$643K

4.8%

Registered Investment Company American Funds New Perspective R6

Capital Group · Mutual fund

$538K

4.0%

Company Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment

Vanguard · Mutual fund

IndexRecordkeeper's own fund

$497K

3.7%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

IndexRecordkeeper's own fund

$482K

3.6%

Dimensional U.S. Small Cap Portfolio Institutional Class Registered Investment Company

Dimensional · Mutual fund

$341K

2.6%

Apex Physical Therapy, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Apex Physical Therapy, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion