Dolores Urban signed Access & Integrated Practice Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access & Integrated Practice Holdings LLC's EIN is 45-4105320.
Download the official 2024 Form 5500 (PDF) for Access & Integrated Practice Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Access & Integrated Practice Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $23K | — |
| STRATEGIC ADVISORS, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Blue Chip Growth K N/R | Mutual Funds | — | — | $10.4M | 18.2% | |
| Fidelity Investments Fidelity 500 Index N/R | Common Collective Trusts | — | — | $5.6M | 9.7% | |
| Fidelity Investments Fidelity Freedom 2040 K6 N/R | Mutual Funds | — | — | $4.2M | 7.4% | |
| Fidelity Investments Fidelity Freedom 2030 K6 N/R | Mutual Funds | — | — | $3.1M | 5.4% | |
| Fidelity Investments Fidelity Equity-Income K N/R | Mutual Funds | — | — | $2.7M | 4.7% | |
| Fidelity Investments Fidelity Balanced N/R | Mutual Funds | — | — | $2.6M | 4.5% | |
| Fidelity Investments Fidelity Mid Cap Stock K N/R | Mutual Funds | — | — | $2.4M | 4.2% | |
| Fidelity Investments Fidelity Growth Strategies K N/R | Mutual Funds | — | — | $2.3M | 4.0% | |
| Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $2.1M | 3.6% | |
| Fidelity Investments Fidelity Freedom 2035 K6 N/R | Mutual Funds | — | — | $2.0M | 3.5% | |
| Glenmede Small Cap Equity Adv N/R | Other securities | — | — | $2.0M | 3.5% | |
| Fidelity Investments Fidelity US Bond Index N/R | Mutual Funds | — | — | $2.0M | 3.4% | |
| Fidelity Investments Fidelity Freedom Income K6 N/R | Mutual Funds | — | — | $1.9M | 3.4% | |
| Fidelity Investments Fidelity Dividend Growth N/R | Mutual Funds | — | — | $1.8M | 3.1% | |
| Fidelity Investments Fidelity Value K N/R | Mutual Funds | — | — | $1.4M | 2.5% | |
| Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $1.2M | 2.2% | |
| Fidelity Investments Fidelity Diversified International K Fund N/R | Mutual Funds | — | — | $1.2M | 2.1% | |
| Federated Hermes Federated Hermes Preservation R6P N/R | Other securities | — | — | $719K | 1.3% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $719K | 1.3% | |
| Fidelity Investments Fidelity Freedom 2050 K6 N/R | Mutual Funds | — | — | $682K | 1.2% | |
| Fidelity Investments Fidelity Freedom 2020 K6 N/R | Mutual Funds | — | — | $596K | 1.0% | |
| Fidelity Investments Fidelity Freedom 2045 K6 N/R | Mutual Funds | — | — | $592K | 1.0% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $441K | 0.8% | |
| Fidelity Investments Fidelity Large Cap Growth Index N/R | Mutual Funds | — | — | $417K | 0.7% | |
| Fidelity Investments Fidelity Freedom 2025 K6 N/R | Mutual Funds | — | — | $380K | 0.7% | |
| Fidelity Investments Fidelity Emerging Markets K Fund N/R | Mutual Funds | — | — | $296K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2055 K6 N/R | Mutual Funds | — | — | $288K | 0.5% | |
| Fidelity Investments Fidelity Capital & Income N/R | Mutual Funds | — | — | $237K | 0.4% | |
| Fidelity Investments Fidelity New Markets Income N/R | Mutual Funds | — | — | $167K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2065 K6 N/R | Mutual Funds | — | — | $164K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2070 K6 N/R 351 PIMCO Income Institutional FD N/R | Mutual Funds | — | — | $63K | 0.1% | |
| Fidelity Investments Fidelity Large Cap Value Index N/R | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Investments Fidelity Small Cap Index N/R | Mutual Funds | — | — | $4K | <0.1% | |
| FLEXPATH INDEX CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERAT 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERAT 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERAT 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERAT 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
