Tommy Horst signed Practicetek Purchaser, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Practicetek Purchaser, LLC's EIN is 85-4036011.
Download the official 2024 Form 5500 (PDF) for Practicetek Purchaser, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Practicetek Purchaser, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | 62-1200951 | — | RECORDKEEPER | $15K | — |
| TRANSAMERICA LIFE INSURANCE CO | 39-0989781 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-1590850 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2060 Premier Fund (1) | Mutual Funds | — | — | $511K | 12.8% | |
| Fidelity Freedom Index 2055 Premier Fund (1) | Mutual Funds | — | — | $454K | 11.4% | |
| Fidelity 500 Index Fund (1) | Common Collective Trusts | — | — | $452K | 11.3% | |
| Fidelity Freedom Index 2035 Premier Fund (1) | Mutual Funds | — | — | $431K | 10.8% | |
| Fidelity Freedom Index 2050 Premier Fund (1) | Mutual Funds | — | — | $411K | 10.3% | |
| Fidelity Freedom Index 2045 Premier Fund (1) | Mutual Funds | — | — | $383K | 9.6% | |
| Fidelity Freedom Index 2040 Premier Fund (1) | Mutual Funds | — | — | $272K | 6.8% | |
| Fidelity Freedom Index 2065 Premier Fund (1) | Mutual Funds | — | — | $166K | 4.2% | |
| MFS Growth Fund (1) | Mutual Funds | — | — | $124K | 3.1% | |
| Putnam Large Cap Value Fund (1) | Mutual Funds | — | — | $116K | 2.9% | |
| MFS Mid Cap Growth Fund (1) | Mutual Funds | — | — | $94K | 2.4% | |
| Transamerica Financial Life Insurance Company Transamerica Stable Value Core Option (1) | Stable Value | — | — | $88K | 2.2% | |
| Goldman Sachs Small Cap Value Insights Fund (1) | Other securities | — | — | $60K | 1.5% | |
| Fidelity Mid Cap Index Fund (1) | Common Collective Trusts | — | — | $55K | 1.4% | |
| Fidelity Small Cap Index Fund (1) | Common Collective Trusts | — | — | $47K | 1.2% | |
| Fidelity Freedom Index 2030 Premier Fund (1) | Mutual Funds | — | — | $44K | 1.1% | |
| Fidelity Freedom Index 2020 Premier Fund (1) 80 Fidelity Freedom Index 2025 Premier Fund (1) | Mutual Funds | — | — | $44K | 1.1% | |
| Fidelity US Bond Index Fund (1) | Common Collective Trusts | — | — | $41K | 1.0% | |
| American Century Mid Cap Value Fund (1) | Other securities | — | — | $32K | 0.8% | |
| ClearBridge Small Cap Growth Fund (1) | Other securities | — | — | $31K | 0.8% | |
| ClearBridge International Growth Fund (1) | Other securities | — | — | $30K | 0.7% | |
| TCW MetWest Total Return Bond Fund (1) | Other securities | — | — | $30K | 0.7% | |
| Fidelity International Index Fund (1) | Common Collective Trusts | — | — | $20K | 0.5% | |
| T. Rowe Price Overseas Stock Fund (1) | Other securities | — | — | $17K | 0.4% | |
| maturing through 2029 (1) | Other securities | — | — | $17K | 0.4% | |
| JP Morgan Emerging Markets Equity Fund (1) | Other securities | — | — | $15K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BROKER |
| $6K |
| — |
