Back to filter
Original filing (PDF)20251015122502NAL0002285539001
ACCESS & INTEGRATED PRACTICE HOLDINGS LLC
Form 5500
FILING_RECEIVED
ACCESS & INTEGRATED PRACTICE HOLDINGS 401(K) PLAN
401(k) retirement plan
Active participants
623
Accounts w/ balance
696
Plan assets (EOY)
$57.1M
Net assets (EOY)
$57.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESS & INTEGRATED PRACTICE HOLDINGS LLC.
Plan sponsor
Name
ACCESS & INTEGRATED PRACTICE HOLDINGS LLC
EIN
45-4105320
Address
5775 W OLD SHAKOPEE RD STE 90 · BLOOMINGTON, MN · 554373133
Phone
(952) 881-2500
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $23K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
31 direct securities · 13 pooled funds· $54.5M(96% 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
$53.4M
31 holdings
Common Collective Trust
$1.2M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Blue Chip Growth K N/R | — | — | — | $10.4M | 18.2% | |
| Fidelity Investments Fidelity 500 Index N/R | — | — | — | $5.6M | 9.7% | |
| Fidelity Investments Fidelity Freedom 2040 K6 N/R | — | — | — | $4.2M | 7.4% | |
| Fidelity Investments Fidelity Freedom 2030 K6 N/R | — | — | — | $3.1M | 5.4% | |
| Fidelity Investments Fidelity Equity-Income K N/R | — | — | — | $2.7M | 4.7% | |
| Fidelity Investments Fidelity Balanced N/R | — | — | — | $2.6M | 4.5% | |
| Fidelity Investments Fidelity Mid Cap Stock K N/R | — | — | — | $2.4M | 4.2% | |
| Fidelity Investments Fidelity Growth Strategies K N/R | — | — | — | $2.3M | 4.0% | |
| Fidelity Investments Fidelity Government Money Market N/R | — | — | — | $2.1M | 3.6% | |
| Fidelity Investments Fidelity Freedom 2035 K6 N/R | — | — | — | $2.0M | 3.5% | |
| Glenmede Small Cap Equity Adv N/R | — | — | — | $2.0M | 3.5% | |
| Fidelity Investments Fidelity US Bond Index N/R | — | — | — | $2.0M | 3.4% | |
| Fidelity Investments Fidelity Freedom Income K6 N/R | — | — | — | $1.9M | 3.4% | |
| Fidelity Investments Fidelity Dividend Growth N/R | — | — | — | $1.8M | 3.1% | |
| Fidelity Investments Fidelity Value K N/R | — | — | — | $1.4M | 2.5% | |
| Fidelity Investments Fidelity International Index Fund N/R | — | — | — | $1.2M | 2.2% | |
| Fidelity Investments Fidelity Diversified International K Fund N/R | — | — | — | $1.2M | 2.1% | |
| Federated Hermes Federated Hermes Preservation R6P N/R | — | — | — | $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 | — | — | — | $682K | 1.2% | |
| Fidelity Investments Fidelity Freedom 2020 K6 N/R | — | — | — | $596K | 1.0% | |
| Fidelity Investments Fidelity Freedom 2045 K6 N/R | — | — | — | $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 | — | — | — | $417K | 0.7% | |
| Fidelity Investments Fidelity Freedom 2025 K6 N/R | — | — | — | $380K | 0.7% | |
| Fidelity Investments Fidelity Emerging Markets K Fund N/R | — | — | — | $296K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2055 K6 N/R | — | — | — | $288K | 0.5% | |
| Fidelity Investments Fidelity Capital & Income N/R | — | — | — | $237K | 0.4% | |
| Fidelity Investments Fidelity New Markets Income N/R | — | — | — | $167K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2065 K6 N/R | — | — | — | $164K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2070 K6 N/R 351 PIMCO Income Institutional FD N/R | — | — | — | $63K | 0.1% | |
| Fidelity Investments Fidelity Large Cap Value Index N/R | — | — | — | $13K | <0.1% | |
| Fidelity Investments Fidelity Small Cap Index N/R | — | — | — | $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% |