Holli Bonee signed SP Practice Management, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SP Practice Management, LLC's EIN is 47-5648184.
Download the official 2023 Form 5500 (PDF) for SP Practice Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)SP Practice Management, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
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.
| % of plan | |||
|---|---|---|---|
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3773730 / PN 154 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770058 / PN 150 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3763061 / PN 149 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY, LLC · EIN 26-3773846 / PN 157 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770302 / PN 153 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770263 / PN 152 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770208 / PN 151 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 46-3302432 / PN 178 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2700166 / PN 158 | Common Collective Trust | $0 | — |
| WT BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $20K | — |
