Practice Plus' EIN is 71-0678160.
Download the official 2024 Form 5500 (PDF) for Practice Plus from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Practice Plus' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $59K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund; 13,470.194 shares | Common Collective Trusts | — | $13K | $2.8M | 17.8% | |
| Federated Total Return Bond Fund Institutional; 232,711.914 shares | Other securities | — | $233K | $2.2M | 14.1% | |
| JP Morgan JP Morgan Large Capital Growth R6; 24,027.973 shares | Other securities | — | $24K | $2.0M | 13.0% | |
| Vanguard Group Vanguard Dividend Growth Fund; 53,830.867 shares | Mutual Funds | — | $54K | $1.9M | 12.6% | |
| Vanguard Group Vanguard International Value; 32,229.367 shares | Mutual Funds | — | $32K | $1.2M | 7.8% | |
| Vanguard Group Vanguard International Growth Admiral; 11,635.583 shares | Mutual Funds | — | $12K | $1.2M | 7.6% | |
| Janus Henderson Triton Fund Class N; 22,862.433 shares | Mutual Funds | — | $23K | $597K | 3.9% | |
| MFS Mid Cap Value Fund Class R6; 19,382.073 shares | Mutual Funds | — | $19K | $591K | 3.8% | |
| Vanguard Group Vanguard Inflation Protected Securities Fund Institutional; 56,987.936 shares | Mutual Funds | — | $57K | $523K | 3.4% | |
| Vanguard Group Vanguard Small-Cap Index Institutional; 4,146.077 shares | Mutual Funds | — | $4K | $477K | 3.1% | |
| Vanguard Group Vanguard Mid-Cap Index Fund Institutional; 6,548.782 shares | Common Collective Trusts | — | $7K | $473K | 3.1% | |
| Charles Schwab Retirement Government Money Fund; 391,542.85 shares | Mutual Funds | — | $392K | $392K | 2.5% | |
| Fidelity Emerging Markets Index Fund; 35,490.567 shares | Common Collective Trusts | — | $35K | $371K | 2.4% | |
| JP Morgan JP Morgan Emerging Markets Equity Class R6; 11,730.673 shares | Other securities | — | $12K | $355K | 2.3% | |
| Metropolitan West Metropolitan West Low Duration Bond Class I; 24,384.475 shares | Other securities | — | $24K | $203K | 1.3% | |
| Vanguard Group Vanguard Balanced Index Institutional; 572.599 shares | Mutual Funds | — | — | $28K | 0.2% | |
| Janus Henderson Enterprise FD Class T; 166.626 shares | Mutual Funds | — | — | $23K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
