LORI Cammett signed Practice Support Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Practice Support Services, LLC's EIN is 61-1803877.
Download the official 2024 Form 5500 (PDF) for Practice Support Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Practice Support Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INSURANCE COMPANY O | 84-0467907 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO LLP | — | AMHERST, NY | NONE | $16K | — |
| ONE DIGITAL TOPCO LLC DBA RESOURCES |
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 | |||||
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2050 TRU FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $899K | 12.0% | |
| THE VANGUARD TARGET RETIRE 2035 TRU FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $897K | 11.9% | |
| THE VANGUARD TARGET RETIRE 2030 TRU FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $769K | 10.2% | |
| THE VANGUARD TARGET RETIRE 2045 TRU FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $734K | 9.8% | |
| THE VANGUARD TARGET RETIRE 2055 TRU FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $680K | 9.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $499K | 6.6% | |
| THE VANGUARD TARGET RETIRE 2025 TRU FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $488K | 6.5% | |
| THE VANGUARD TARGET RETIRE 2040 TRU FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $371K | 4.9% | |
| THE VANGUARD TARGET RETIRE 2060 TRU FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $339K | 4.5% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $308K | 4.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $182K | 2.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $170K | 2.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $147K | 2.0% | |
| STABLE VALUE FUND New York Life NYL Guaranteed Interest Account | Stable Value | — | — | $136K | 1.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $134K | 1.8% | |
| PIMCO Income Instl | Mutual Funds | — | — | $132K | 1.8% | |
| maturing from 2026 - 2029 | Other securities | — | — | $129K | 1.7% | |
| Fidelity Total Intl Index Instl Premium | Mutual Funds | — | — | $64K | 0.9% | |
| THE VANGUARD TARGET RETIRE 2065 TRU FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $63K | 0.8% | |
| DFA International Core Equity I | Mutual Funds | — | — | $54K | 0.7% | |
| Vanguard Balanced Index Fund - Inst'l 305 Vanguard Inflation-Protected Secs Adm | Common Collective Trusts | — | — | $40K | 0.5% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $39K | 0.5% | |
| Empower SDB | Other securities | — | — | $37K | 0.5% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $33K | 0.4% | |
| Vanguard Treasury Money Market Inv | Mutual Funds | — | — | $27K | 0.4% | |
| Vanguard Treasury Money Market Inv | Mutual Funds | — | — | $27K | 0.4% | |
| Allspring Core Plus Bond R6 Omitted - | Other securities | — | — | $26K | 0.3% | |
| American Funds American Funds New Perspective R6 Directed | Mutual Funds | — | — | $24K | 0.3% | |
| THE VANGUARD TARGET RETIRE 2020 TRU FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $21K | 0.3% | |
| Vanguard Treasury Money Market Inv | Mutual Funds | — | — | $7K | <0.1% | |
| T. Rowe Price T Rowe Integr US Small-Cap Grwt Eqty Inv | Other securities | — | — | $7K | <0.1% | |
| American Century American Century Small Cap Value R6 Participant | Other securities | — | — | $3K | <0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $578 | <0.1% | |
| EAGLE MID CAP GROWTH CIT CLASS 2 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $5 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-1434504 |
| — |
| NONE |
| $2K |
| — |
