PAT McCann signed Bronson Practice Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bronson Practice Management, Inc.'s EIN is 38-2511179.
Download the official 2024 Form 5500 (PDF) for Bronson Practice Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bronson Practice Management, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $3.1M | 22.7% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $1.5M | 11.1% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $1.4M | 10.1% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $1.2M | 9.3% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $1.1M | 8.4% | |
| Spartan 500 Index | Common Collective Trusts | — | — | $1.1M | 8.2% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $961K | 7.1% | |
| Fidelity Management Trust Company Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $592K | 4.4% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $503K | 3.7% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $347K | 2.6% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $278K | 2.1% | |
| Fidelity Management Trust Company American Beacon Large Cap Value Institutional | Mutual Funds | — | — | $198K | 1.5% | |
| PIMCO Total Return Admin | Mutual Funds | — | — | $171K | 1.3% | |
| PIF SMCP Grth I | Other securities | — | — | $132K | 1.0% | |
| Fidelity Management Trust Company Common/collective trust fund - Fidelity Managed Income Portfolio | Common Collective Trusts | — | — | $117K | 0.9% | |
| Fidelity Diversified International | Mutual Funds | — | — | $116K | 0.9% | |
| Fidelity Freedom 2070 * 254 Fidelity Low Price Stock | Mutual Funds | — | — | $116K | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $110K | 0.8% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $88K | 0.7% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $87K | 0.6% | |
| Spartan Extended Market Index | Other securities | — | — | $72K | 0.5% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $48K | 0.4% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $42K | 0.3% | |
| Spartan International Index | Other securities | — | — | $37K | 0.3% | |
| Fidelity Freedom Income | Mutual Funds | — | — | $34K | 0.3% | |
| Participants Participant notes receivable - Bearing interest at rates between 4.25 percent and 9.25 percent - | Other securities | — | — | $32K | 0.2% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government Money Market | Mutual Funds | — | — | $29K | 0.2% | |
| Columbia Small Capital Value II Z | Other securities | — | — | $22K | 0.2% | |
| Spartan International Total Return Index | Other securities | — | — | $16K | 0.1% | |
| MFS Mid Cap Grth | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
