Angie Bentley signed Access Clinical Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access Clinical Partners, LLC's EIN is 35-2411513.
Download the official 2024 Form 5500 (PDF) for Access Clinical Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Access Clinical Partners, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $126K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TBS AGENCY INC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 52-1473914 |
| — |
| OTHER SERVICES |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Registered Investment Company | Mutual Funds | — | — | $12.4M | 18.4% | |
| Fidelity Freedom 2045 Registered Investment Company | Mutual Funds | — | — | $7.6M | 11.3% | |
| Fidelity Freedom 2055 Registered Investment Company | Mutual Funds | — | — | $7.3M | 10.9% | |
| Fidelity Freedom 2040 Registered Investment Company | Mutual Funds | — | — | $5.7M | 8.5% | |
| Fidelity 500 Index Registered Investment Company | Common Collective Trusts | — | — | $5.5M | 8.1% | |
| Fidelity Freedom 2035 Registered Investment Company | Mutual Funds | — | — | $4.4M | 6.6% | |
| Fidelity Freedom 2060 Registered Investment Company | Mutual Funds | — | — | $3.3M | 5.0% | |
| Fidelity Freedom 2030 Registered Investment Company | Mutual Funds | — | — | $3.2M | 4.8% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $3.0M | 4.5% | |
| Fidelity Freedom 2025 Registered Investment Company | Mutual Funds | — | — | $1.9M | 2.8% | |
| 9.5%, maturing through July 2052 | Bonds / Notes | — | — | $1.5M | 2.3% | |
| Fidelity Mid Cap Index Registered Investment Company | Mutual Funds | — | — | $1.4M | 2.0% | |
| Putnam Large Cap Value Fund Collective Trust | Common Collective Trusts | — | — | $1.2M | 1.8% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.2M | 1.8% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $1.0M | 1.5% | |
| Fidelity Small Cap Index Registered Investment Company | Mutual Funds | — | — | $1.0M | 1.5% | |
| Fidelity Freedom 2020 Registered Investment Company | Mutual Funds | — | — | $833K | 1.2% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $816K | 1.2% | |
| JP Morgan Government Bond Fund Registered Investment Company ** 8 PGIM High Yield Fund Registered Investment Company | U.S. Treasuries | — | — | $605K | 0.9% | |
| Fidelity Freedom 2065 Registered Investment Company | Mutual Funds | — | — | $511K | 0.8% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $497K | 0.7% | |
| Fidelity Emerging Markets Index Registered Investment Company | Mutual Funds | — | — | $444K | 0.7% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $428K | 0.6% | |
| Fidelity International Index Registered Investment Company | Mutual Funds | — | — | $425K | 0.6% | |
| JP Morgan Mid Cap Growth Registered Investment Company | Common Stocks | — | — | $399K | 0.6% | |
| Fidelity Freedom Income Registered Investment Company | Mutual Funds | — | — | $394K | 0.6% | |
| Fidelity Freedom 2015 Registered Investment Company | Mutual Funds | — | — | $335K | 0.5% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $314K | 0.5% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $310K | 0.5% | |
| Fidelity Real Estate Index Registered Investment Company | Mutual Funds | — | — | $218K | 0.3% | |
| Pimco International Bond Fund Registered Investment Company | Mutual Funds | — | — | $150K | 0.2% | |
| Fidelity US Bond Index Registered Investment Company | Mutual Funds | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
