Patrick O'BRIEN signed Patientpoint Network Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patientpoint Network Solutions, LLC's EIN is 77-0701013.
Download the official 2024 Form 5500 (PDF) for Patientpoint Network Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patientpoint Network Solutions, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.7M | 14.0% | |
| Va ngua rd Ta rget Reti rement 2055 Inv Fund | Other securities | — | — | $4.0M | 7.3% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $3.9M | 7.0% | |
| Va ngua rd Ta rget Reti rement 2040 Inv Fund | Other securities | — | — | $3.5M | 6.4% | |
| Va ngua rd Ta rget Reti rement 2045 Inv Fund | Other securities | — | — | $3.2M | 5.8% | |
| Va ngua rd Ta rget Reti rement 2035 Inv Fund | Other securities | — | — | $2.8M | 5.1% | |
| Va ngua rd Ta rget Reti rement 2030 Inv Fund | Other securities | — | — | $2.5M | 4.6% | |
| Va ngua rd Ta rget Reti rement 2050 Inv Fund | Other securities | — | — | $2.5M | 4.5% | |
| Va ngua rd Ta rget Reti rement 2025 Inv Fund | Other securities | — | — | $2.5M | 4.5% | |
| Va ngua rd Ta rget Reti rement 2060 Inv Fund | Other securities | — | — | $1.6M | 3.0% | |
| Metropol i tan Wes t Tota l Return Bond I Fund | Other securities | — | — | $1.6M | 2.8% | |
| Vanguard Equity-Income Adm Fund | Mutual Funds | — | — | $1.5M | 2.7% | |
| Va ngua rd Ta rget Reti rement Income Inv Fund | Other securities | — | — | $1.3M | 2.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 2.3% | |
| Vanguard Dividend Growth Inv Fund | Mutual Funds | — | — | $1.2M | 2.3% | |
| DFA US Small Cap Value I Fund | Mutual Funds | — | — | $1.1M | 2.1% | |
| DFA Interna tiona l Core Equi ty I Fund | Mutual Funds | — | — | $1.1M | 2.0% | |
| Principal MidCap Institutional Fund | Other securities | — | — | $1.1M | 1.9% | |
| Va ngua rd Internati ona l Growth Adm Fund | Other securities | — | — | $1.0M | 1.9% | |
| Vanguard Mid Cap Growth Inv Fund | Mutual Funds | — | — | $956K | 1.7% | |
| Galliard Stable Return Fund C | Other securities | — | — | $886K | 1.6% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $886K | 1.6% | |
| DFA Emergi ng Ma rkets I Fund | Mutual Funds | — | — | $876K | 1.6% | |
| Va ngua rd Ta rget Reti rement 2065 Inv Fund | Other securities | — | — | $828K | 1.5% | |
| Columbia Small Cap Index Z Fund | Other securities | — | — | $751K | 1.4% | |
| Vanguard REIT Index Adm Fund | Mutual Funds | — | — | $743K | 1.3% | |
| Vanguard Small Cap Growth Index Adm Fund | Mutual Funds | — | — | $720K | 1.3% | |
| Fi del i ty Internati ona l Index Fund | Common Collective Trusts | — | — | $710K | 1.3% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $548K | 1.0% | |
| Loans to various participants, at interest rates ranging from 4.25% to 9.50% and maturing through January 2034 | Bonds / Notes | — | — | $448K | 0.8% | |
| Va ngua rd Ta rget Reti rement 2020 Inv Fund | Other securities | — | — | $358K | 0.6% | |
| Va ngua rd Wel l i ngton Adm Fund | Other securities | — | — | $324K | 0.6% | |
| Va ngua rd Hi gh-Yi el d Corpora te Adm Fund | Other securities | — | — | $313K | 0.6% | |
| PIMCO Low Dura tion Ins tl Fund | Mutual Funds | — | — | $201K | 0.4% | |
| Vanguard Selected Value Fund | Mutual Funds | — | — | $178K | 0.3% | |
| DFA Infl ati on-Protected Securities I Fund | Mutual Funds | — | — | $89K | 0.2% | |
| Va ngua rd Tota l Interna tional Bond Index Fund Adm | Common Collective Trusts | — | — | $73K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
