William Bouldin signed Discovery Practice Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Discovery Practice Management, Inc.'s EIN is 95-4628972.
Download the official 2024 Form 5500 (PDF) for Discovery Practice Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Discovery Practice Management, Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $169K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Freedom Blend Income Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $9.5M | 25.0% | |
| Fidelity Freedom Blend 2050 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $5.5M | 14.5% | |
| Fidelity Freedom Blend 2045 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $4.3M | 11.2% | |
| Fidelity Freedom Blend 2035 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $3.2M | 8.3% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.3M | 6.1% | |
| Fidelity Freedom Blend 2040 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $2.2M | 5.9% | |
| Fidelity Freedom Blend 2030 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $2.1M | 5.6% | |
| Fidelity Freedom Blend 2025 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $1.2M | 3.2% | |
| Fidelity Freedom Blend 2065 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $922K | 2.4% | |
| Goldman Sachs Stable Value Fund Collective Investment Trust | Stable Value | — | — | $918K | 2.4% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $918K | 2.4% | |
| Fidelity Freedom Blend 2055 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $847K | 2.2% | |
| AB US LARGE CAP GR U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $803K | 2.1% | |
| Fidelity Freedom Blend 2060 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $621K | 1.6% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $420K | 1.1% | |
| Fidelity Freedom Blend 2020 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $388K | 1.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $362K | 1.0% | |
| Putnam Large Cap Value Fund Mutual Fund | Mutual Funds | — | — | $328K | 0.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $314K | 0.8% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $246K | 0.6% | |
| Victory Sycamore Established Value Fund Mutual Fund | Other securities | — | — | $222K | 0.6% | |
| Fidelity Freedom Blend 2015 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $175K | 0.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $147K | 0.4% | |
| JPMorgan Core Plus Bond Fund Mutual Fund | Other securities | — | — | $96K | 0.3% | |
| BlackRock Health Sciences Opportunities Fund Mutual Fund | Other securities | — | — | $77K | 0.2% | |
| Fidelity Freedom Blend 2010 Fund Asset Allocation Mutual Fund | Mutual Funds | — | — | $70K | 0.2% | |
| MFS New Discovery Value Fund Mutual Fund | Mutual Funds | — | — | $59K | 0.2% | |
| Federated Hermes MDT Small Cap Growth Fund Mutual Fund | Other securities | — | — | $42K | 0.1% | |
| MFS International Diversification Fund Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Government Money Market Fund Money Market Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID INCOME RELIANCE TRUST COMPANY · EIN 26-6447571 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANNING & NAPIER DISCIPLINED VALUE RELIANCE TRUST COMPANY · EIN 02-0476209 / PN 059 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2060 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2055 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2050 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2045 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2040 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2035 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2030 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2025 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2020 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2015 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2065 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| ADVISOR |
| $40K |
| — |
