Stuart Cox signed The Atlantic Monthly Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Atlantic Monthly Group LLC's EIN is 04-3483736.
Download the official 2024 Form 5500 (PDF) for The Atlantic Monthly Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Atlantic Monthly Group 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 | -$25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $27K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund | Mutual Funds | — | — | $12.1M | 18.9% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $8.2M | 12.9% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $8.2M | 12.8% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $7.4M | 11.5% | |
| Fidelity Growth Company Fund | Mutual Funds | — | — | $4.5M | 7.0% | |
| Fidelity Contrafund | Mutual Funds | — | — | $2.9M | 4.5% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $2.8M | 4.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.4M | 3.8% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $2.2M | 3.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.9M | 2.9% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.8M | 2.8% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.7M | 2.6% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.3M | 2.0% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $1.2M | 1.8% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $997K | 1.6% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $858K | 1.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $617K | 1.0% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $607K | 1.0% | |
| Common Collective Trust * Fidelity Managed Income Portfolio Class I *** | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $332K | 0.5% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $326K | 0.5% | |
| Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $320K | 0.5% | |
| Fidelity Capital and Income Fund | Mutual Funds | — | — | $305K | 0.5% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $193K | 0.3% | |
| Victory Sycamore Small Company Opportunity Fund Class | Common Stocks | — | — | $120K | 0.2% | |
| Parnassus Core Equity Fund; Institutional | Other securities | — | — | $54K | <0.1% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $30K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $15K |
| — |
