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Original filing (PDF)20251002085117NAL0000165891001
INTEGRATED PRACTICE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
INTEGRATED PRACTICE SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
310
Accounts w/ balance
452
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED PRACTICE SOLUTIONS, INC..
Plan sponsor
Name
INTEGRATED PRACTICE SOLUTIONS, INC.
EIN
03-0592020
Address
9191 TOWNE CENTRE DRIVE, SUITE 210 · SAN DIEGO, CA · 92122
Phone
(619) 528-0040
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROOUP, INC | — | EAST PROVIDENCE, RI | THIRD PARTY ADMINISTRATO | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES INC | 04-2746212 | — | SERVICE PROVIDER | $0 | — |
Investments
35 direct securities · 1 pooled fund· $32.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$16.4M
1 holding
Uncategorized
$15.7M
35 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16.4M | 96.2% | |
| Vanguard 500 Index Fund Admiral Shares " | — | — | — | $2.4M | 14.1% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $2.0M | 11.4% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $1.7M | 9.8% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $1.3M | 7.8% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $1.1M | 6.6% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $849K | 5.0% | |
| Large Cap Growth Fund III Class R1 " | — | — | — | $691K | 4.1% | |
| Voya Fixed Account Guaranteed account | — | — | — | $519K | 3.0% | |
| Vanguard LifeStrategy Income Fund Investor Shares " ** 8 * Vanguard LifeStrategy Moderate Growth Fund Investor Shares " | — | — | — | $501K | 2.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares " | — | — | — | $459K | 2.7% | |
| Voya Government Money Market Fund Pooled separate account ** 159 * Vanguard Mid-Cap Index Fund Admiral Shares " | — | — | — | $440K | 2.6% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $415K | 2.4% | |
| BlackRock 60/40 Target Allocation Fund Class K " | — | — | — | $382K | 2.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares " | — | — | — | $380K | 2.2% | |
| Franklin Small Cap Value Fund Class R6 " | — | — | — | $357K | 2.1% | |
| Neuberger Berman Mid Cap Growth Fund Class R6 " | — | — | — | $254K | 1.5% | |
| Large Cap Value Fund II Class R1 " | — | — | — | $222K | 1.3% | |
| Vanguard LifeStrategy Growth Fund Investor Shares " | — | — | — | $209K | 1.2% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class " | — | — | — | $195K | 1.1% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $188K | 1.1% | |
| DFA Real Estate Securities Portfolio Institutional Class " | — | — | — | $148K | 0.9% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $140K | 0.8% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $120K | 0.7% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $109K | 0.6% | |
| Vanguard Target Retirement 2070 Fund " | — | — | — | $104K | 0.6% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $96K | 0.6% | |
| Voya Intermediate Bond Fund Class R6 " | — | — | — | $91K | 0.5% | |
| International Growth Fund II Class R1 " | — | — | — | $84K | 0.5% | |
| Mid Cap Value Fund R1 " | — | — | — | $83K | 0.5% | |
| Vanguard LifeStrategy Conservative Growth Fund Investor Shares " | — | — | — | $70K | 0.4% | |
| Macquarie Small Cap Growth Fund Class R6 " | — | — | — | $52K | 0.3% | |
| Eaton Vance Income Fund of Boston Class R6 " | — | — | — | $33K | 0.2% | |
| American Funds New World Fund Class R6 " | — | — | — | $28K | 0.2% | |
| AB Global Bond Fund Class Z " | — | — | — | $17K | 0.1% | |
| The Hartford Strategic Income Fund Class R6 " | — | — | — | $14K | <0.1% |