Back to filter
Original filing (PDF)20251010153035NAL0012906464001
BRONSON PRACTICE MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
BRONSON 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
600
Accounts w/ balance
392
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRONSON PRACTICE MANAGEMENT, INC..
Plan sponsor
Name
BRONSON PRACTICE MANAGEMENT, INC.
EIN
38-2511179
Address
601 JOHN ST. · BOX G · KALAMAZOO, MI · 490075364
Phone
(269) 341-8750
Industry
Health Care & Social Assistancesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Investments
29 direct securities · 1 pooled fund· $13.6M(100% of reported assets)
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.
Uncategorized
$13.4M
29 holdings
Common Collective Trust
$110K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth | — | — | — | $3.1M | 22.7% | |
| Fidelity Freedom 2040 | — | — | — | $1.5M | 11.1% | |
| Fidelity Freedom 2035 | — | — | — | $1.4M | 10.1% | |
| Fidelity Freedom 2030 | — | — | — | $1.2M | 9.3% | |
| Fidelity Freedom 2025 | — | — | — | $1.1M | 8.4% | |
| Spartan 500 Index | — | — | — | $1.1M | 8.2% | |
| Fidelity Freedom 2045 | — | — | — | $961K | 7.1% | |
| Fidelity Management Trust Company Self-directed brokerage accounts | — | — | — | $592K | 4.4% | |
| Fidelity Freedom 2050 | — | — | — | $503K | 3.7% | |
| Fidelity Freedom 2015 | — | — | — | $347K | 2.6% | |
| Fidelity Freedom 2020 | — | — | — | $278K | 2.1% | |
| Fidelity Management Trust Company American Beacon Large Cap Value Institutional | — | — | — | $198K | 1.5% | |
| PIMCO Total Return Admin | — | — | — | $171K | 1.3% | |
| PIF SMCP Grth I | — | — | — | $132K | 1.0% | |
| Fidelity Management Trust Company Common/collective trust fund - Fidelity Managed Income Portfolio | — | — | — | $117K | 0.9% | |
| Fidelity Diversified International | — | — | — | $116K | 0.9% | |
| Fidelity Freedom 2070 * 254 Fidelity Low Price Stock | — | — | — | $116K | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $110K | 0.8% | |
| Fidelity Freedom 2060 | — | — | — | $88K | 0.7% | |
| Fidelity Freedom 2055 | — | — | — | $87K | 0.6% | |
| Spartan Extended Market Index | — | — | — | $72K | 0.5% | |
| Fidelity Freedom 2010 | — | — | — | $48K | 0.4% | |
| Fidelity Freedom 2065 | — | — | — | $42K | 0.3% | |
| Spartan International Index | — | — | — | $37K | 0.3% | |
| Fidelity Freedom Income | — | — | — | $34K | 0.3% | |
| Participants Participant notes receivable - Bearing interest at rates between 4.25 percent and 9.25 percent - | — | — | — | $32K | 0.2% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government Money Market | — | — | — | $29K | 0.2% | |
| Columbia Small Capital Value II Z | — | — | — | $22K | 0.2% | |
| Spartan International Total Return Index | — | — | — | $16K | 0.1% | |
| MFS Mid Cap Grth | — | — | — | $5K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Health Care & Social Assistance plans
GATEWAYS HOSPITAL AND MENTAL HEALTH CENTER
GATEWAYS HOSPITAL RETIREMENT PLAN
$13.4M · 385 participants
CENTERSTONE OF AMERICA, INC.
CENTERSTONE OF AMERICA, INC. 401(K) RETIREMENT PLAN
$13.4M · 291 participants
JEFFERSON COMMUNITY HEALTH CENTER INC.
JEFFERSON COUNTY HEALTH CENTER INC. TAX DEFERRED ANNUITY PLAN
$13.6M · 250 participants
BRUNSWICK HOSPITAL CENTER, INC.
BRUNSWICK HOSPITAL CENTER EMPLOYEE SAVINGS PLAN
$13.4M · 215 participants
THE NEW YORK COMMUNITY HOSPITAL OF BROOKLYN
THE NEW YORK COMMUNITY HOSPITAL OF BROOKLYN, INC. EMPLOYEES' PENSION PLAN
$13.6M · 97 participants
CLEARSKY HEALTH ACQUISITION, LLC
CLEARSKY HEALTH RETIREMENT PLAN
$13.6M · 1,505 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants