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Original filing (PDF)20251015120208NAL0002257427001
THE ATLANTIC MONTHLY GROUP LLC
Form 5500
FILING_RECEIVED
THE ATLANTIC 401(K) PLAN
401(k) retirement plan
Active participants
350
Accounts w/ balance
576
Plan assets (EOY)
$63.9M
Net assets (EOY)
$63.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ATLANTIC MONTHLY GROUP LLC.
Plan sponsor
Name
THE ATLANTIC MONTHLY GROUP LLC
EIN
04-3483736
Address
610 WATER STREET SW · 5TH FLOOR · WASHINGTON, DC · 20024
Phone
(202) 266-7000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$25K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $27K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
27 direct securities · 1 pooled fund· $64.2M(100% of reported assets)
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.
Uncategorized
$51.7M
26 holdings
Mutual Funds
$12.1M
1 holding
Common Collective Trust
$486K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund | Mutual Funds | — | — | $12.1M | 18.9% | |
| Fidelity Freedom 2050 Fund | — | — | — | $8.2M | 12.9% | |
| Fidelity Freedom 2045 Fund | — | — | — | $8.2M | 12.8% | |
| Fidelity Freedom 2055 Fund | — | — | — | $7.4M | 11.5% | |
| Fidelity Growth Company Fund | — | — | — | $4.5M | 7.0% | |
| Fidelity Contrafund | — | — | — | $2.9M | 4.5% | |
| Fidelity Freedom 2060 Fund | — | — | — | $2.8M | 4.4% | |
| Fidelity US Bond Index Fund | — | — | — | $2.4M | 3.8% | |
| Fidelity Freedom 2035 Fund | — | — | — | $2.2M | 3.5% | |
| Fidelity International Index Fund | — | — | — | $1.9M | 2.9% | |
| Fidelity Extended Market Index Fund | — | — | — | $1.8M | 2.8% | |
| Fidelity Freedom 2040 Fund | — | — | — | $1.7M | 2.6% | |
| Fidelity Freedom 2025 Fund | — | — | — | $1.3M | 2.0% | |
| Fidelity Diversified International Fund | — | — | — | $1.2M | 1.8% | |
| Fidelity Puritan Fund | — | — | — | $997K | 1.6% | |
| Fidelity Freedom 2030 Fund | — | — | — | $858K | 1.3% | |
| Fidelity Freedom 2065 Fund | — | — | — | $617K | 1.0% | |
| JPMorgan Equity Income Fund | — | — | — | $607K | 1.0% | |
| Common Collective Trust * Fidelity Managed Income Portfolio Class I *** | — | — | — | $517K | 0.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $486K | 0.8% | |
| Fidelity Low-Priced Stock Fund | — | — | — | $332K | 0.5% | |
| ClearBridge Small Cap Growth Fund | — | — | — | $326K | 0.5% | |
| Money Market Fund * Fidelity Government Money Market Fund | — | — | — | $320K | 0.5% | |
| Fidelity Capital and Income Fund | — | — | — | $305K | 0.5% | |
| Victory Sycamore Established Value R6 | — | — | — | $193K | 0.3% | |
| Victory Sycamore Small Company Opportunity Fund Class | — | — | — | $120K | 0.2% | |
| Parnassus Core Equity Fund; Institutional | — | — | — | $54K | <0.1% | |
| Fidelity Freedom Income Fund | — | — | — | $30K | <0.1% |
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