Joseph Calabro signed Physicians Practice Enhancement, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Physicians Practice Enhancement, LLC's EIN is 22-3773688.
Download the official 2024 Form 5500 (PDF) for Physicians Practice Enhancement, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Physicians Practice Enhancement, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY LLC | 80-0709115 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 95-1411037 | — | NONE | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENT RET 2040 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.0M | 15.5% | |
| Fidelity 500 Index Fd Mutual Fund | Common Collective Trusts | — | — | $1.8M | 13.7% | |
| AMERICAN CENT RET 2025 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.8M | 13.7% | |
| AMERICAN CENT IN RET TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 11.8% | |
| AMERICAN CENT RET 2035 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.3M | 10.0% | |
| AMERICAN CENT RET 2030 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 8.5% | |
| AB US LC GRWTH CIT W SERIES M ALLIANCE BERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | — | — | $711K | 5.4% | |
| AMERICAN CENT RET 2045 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $661K | 5.0% | |
| AMERICAN CENT RET 2050 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $309K | 2.3% | |
| AMERICAN CENT RET 2055 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $280K | 2.1% | |
| MORLEY STABLE VALUE CL 25-I PRINCIPAL GLOBAL INVESTORS TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $267K | 2.0% | |
| Loomis Sayles Sm Cap Growth N Mutual Fund | Other securities | — | — | $251K | 1.9% | |
| AMERICAN CENT RET 2060 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $171K | 1.3% | |
| John Hancock Bond Fund R6 Mutual Fund | Other securities | — | — | $167K | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $117K | 0.9% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $115K | 0.9% | |
| PIMCO Income Fund Inst Mutual Fund | Mutual Funds | — | — | $81K | 0.6% | |
| Fidelity International Idx Fd Mutual Fund | Common Collective Trusts | — | — | $79K | 0.6% | |
| JPMorgan US Govt MMkt Cap Cl Money Market Fund | Cash / Money Market | — | — | $61K | 0.5% | |
| Fidelity Sm Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $41K | 0.3% | |
| MFS Intl Diversification Fd R6 Mutual Fund | Mutual Funds | — | — | $37K | 0.3% | |
| AMERICAN CENT RET 2065 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $34K | 0.3% | |
| American New World Fund R6 Mutual Fund | Other securities | — | — | $27K | 0.2% | |
| DFA US Targeted Value Prt I Mutual Fund | Mutual Funds | — | — | $16K | 0.1% | |
| Fidelity US Bond Index Fd Mutual Fund | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
