Benjamin Bowman signed Profitable Practice Transitions Corp.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Profitable Practice Transitions Corp.'s EIN is 45-4276544.
Download the official 2022 Form 5500 (PDF) for Profitable Practice Transitions Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Profitable Practice Transitions Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | — | RECORDKEEPER | $686 | — |
| EMPOWER ADVISORY GROUP, LLC | — | — | INVESTMENT MGMT | $2 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Variable Annuity * MASSMUTUAL RETIRESMART BY JPM 2045 R3 3,693 shares | Other securities | — | $4K | $510K | 24.4% | |
| MASSMUTUAL RETIRESMART BY JPM 2040 R3 2,534 shares | Other securities | — | $3K | $342K | 16.4% | |
| MASSMUTUAL RETIRESMART BY JPM 2050 R3 2,011 shares | Other securities | — | $2K | $281K | 13.4% | |
| MASSMUTUAL RETIRESMART BY JPM 2060 R3 861 shares | Other securities | — | — | $129K | 6.2% | |
| MASSMUTUAL RETIRESMART BY JPM 2030 R3 978 shares | Other securities | — | — | $126K | 6.0% | |
| MASSMUTUAL RETIRESMART BY JPM 2020 R3 871 shares | Other securities | — | — | $101K | 4.8% | |
| MM S&P 500 INDEX R3 442 shares | Common Collective Trusts | — | — | $86K | 4.1% | |
| MASSMUTUAL RETIRESMART BY JPM 2055 R3 540 shares | Other securities | — | — | $76K | 3.6% | |
| MFS BLENDED RESEARCH CORE EQUITY R2 244 shares | Mutual Funds | — | — | $44K | 2.1% | |
| FRANKLIN GROWTH R 205 shares | Mutual Funds | — | — | $42K | 2.0% | |
| MASSMUTUAL RETIRESMART BY JPM 2035 R3 253 shares | Other securities | — | — | $33K | 1.6% | |
| MASSMUTUAL SMALL CAP OPPS R3 142 shares | Other securities | — | — | $25K | 1.2% | |
| MASSMUTUAL MID CAP GROWTH R3 130 shares | Other securities | — | — | $24K | 1.2% | |
| VICTORY SYCAMORE SMALL COMPANY OPP R 120 shares | Common Stocks | — | — | $22K | 1.1% | |
| Fixed Annuity GENERAL ACCOUNT Fixed Annuities | Other securities | — | — | $22K | 1.1% | |
| LORD ABBETT INTERNATIONAL OPP R2 190 shares | Mutual Funds | — | — | $22K | 1.0% | |
| PIMCO INCOME R 184 shares | Mutual Funds | — | — | $21K | 1.0% | |
| MASSMUTUAL RETIRESMART BY JPM 2025 R3 163 shares | Other securities | — | — | $20K | 1.0% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R 82 shares | Other securities | — | — | $17K | 0.8% | |
| MASSMUTUAL RETIRESMART BY JPM IN RET R3 156 shares | Other securities | — | — | $17K | 0.8% | |
| EMPOWER INTERNATIONAL INDEX INV 184 shares | Other securities | — | — | $16K | 0.8% | |
| INVESCO INTERNATIONAL DIVERSIFIED R 119 shares | Mutual Funds | — | — | $13K | 0.6% | |
| CLEARBRIDGE MID CAP R 87 shares | Other securities | — | — | $13K | 0.6% | |
| MASSMUTUAL DISCIPLINED VALUE R3 81 shares | Other securities | — | — | $12K | 0.6% | |
| INVESCO SMALL CAP GROWTH R 78 shares | Mutual Funds | — | — | $12K | 0.6% | |
| AMERICAN CENTURY GINNIE MAE R 133 shares | Agency / Mortgage-Backed | — | — | $12K | 0.6% | |
| EMPOWER S&P SMALLCAP 600 INDEX L 130 shares | Other securities | — | — | $11K | 0.5% | |
| GOLDMAN SACHS STRATEGIC INCOME R 118 shares | Other securities | — | — | $11K | 0.5% | |
| HARTFORD INTERNATIONAL OPPORTUNITIES R3 64 shares | Other securities | — | — | $7K | 0.3% | |
| INVESCO GLOBAL OPPORTUNITIES R 46 shares | Mutual Funds | — | — | $7K | 0.3% | |
| COLUMBIA OVERSEAS VALUE R 53 shares | Other securities | — | — | $6K | 0.3% | |
| FIDELITY ADVISOR TOTAL BOND M 34 shares | Mutual Funds | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| — |
| INVESTMENT ADVISOR |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION SOLUTIONS, INC. | — | — | CONTRACT ADMIN | $925 | — |
