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Original filing (PDF)20250916095018NAL0001111251001
PRACTICETEK PURCHASER, LLC
Form 5500
FILING_RECEIVED
PRACTICETEK PURCHASER, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~87 bps in Sched C fees
Active participants
294
Accounts w/ balance
326
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 87 bps in Schedule C fees — 68% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRACTICETEK PURCHASER, LLC.
Plan sponsor
Name
PRACTICETEK PURCHASER, LLC
EIN
85-4036011
Address
2035 LAKESIDE CENTER SUITE 200 · KNOXVILLE, TN · 37922
Phone
(317) 432-4035
Industry
Professional & Technical Servicessee all
Plan administrator
Name
ERISA 3(16) SERVICES
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | 62-1200951 | — | RECORDKEEPER | $15K | — |
| TRANSAMERICA LIFE INSURANCE CO | 39-0989781 | — | RECORDKEEPER | $13K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-1590850 | — | BROKER | $6K | — |
Investments
26 direct securities· $4.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2060 Premier Fund (1) | — | — | — | $511K | 12.8% | |
| Fidelity Freedom Index 2055 Premier Fund (1) | — | — | — | $454K | 11.4% | |
| Fidelity 500 Index Fund (1) | — | — | — | $452K | 11.3% | |
| Fidelity Freedom Index 2035 Premier Fund (1) | — | — | — | $431K | 10.8% | |
| Fidelity Freedom Index 2050 Premier Fund (1) | — | — | — | $411K | 10.3% | |
| Fidelity Freedom Index 2045 Premier Fund (1) | — | — | — | $383K | 9.6% | |
| Fidelity Freedom Index 2040 Premier Fund (1) | — | — | — | $272K | 6.8% | |
| Fidelity Freedom Index 2065 Premier Fund (1) | — | — | — | $166K | 4.2% | |
| MFS Growth Fund (1) | — | — | — | $124K | 3.1% | |
| Putnam Large Cap Value Fund (1) | — | — | — | $116K | 2.9% | |
| MFS Mid Cap Growth Fund (1) | — | — | — | $94K | 2.4% | |
| Transamerica Financial Life Insurance Company Transamerica Stable Value Core Option (1) | — | — | — | $88K | 2.2% | |
| Goldman Sachs Small Cap Value Insights Fund (1) | — | — | — | $60K | 1.5% | |
| Fidelity Mid Cap Index Fund (1) | — | — | — | $55K | 1.4% | |
| Fidelity Small Cap Index Fund (1) | — | — | — | $47K | 1.2% | |
| Fidelity Freedom Index 2030 Premier Fund (1) | — | — | — | $44K | 1.1% | |
| Fidelity Freedom Index 2020 Premier Fund (1) 80 Fidelity Freedom Index 2025 Premier Fund (1) | — | — | — | $44K | 1.1% | |
| Fidelity US Bond Index Fund (1) | — | — | — | $41K | 1.0% | |
| American Century Mid Cap Value Fund (1) | — | — | — | $32K | 0.8% | |
| ClearBridge Small Cap Growth Fund (1) | — | — | — | $31K | 0.8% | |
| ClearBridge International Growth Fund (1) | — | — | — | $30K | 0.7% | |
| TCW MetWest Total Return Bond Fund (1) | — | — | — | $30K | 0.7% | |
| Fidelity International Index Fund (1) | — | — | — | $20K | 0.5% | |
| T. Rowe Price Overseas Stock Fund (1) | — | — | — | $17K | 0.4% | |
| maturing through 2029 (1) | — | — | — | $17K | 0.4% | |
| JP Morgan Emerging Markets Equity Fund (1) | — | — | — | $15K | 0.4% |