KIM Edwards signed Atlantic Telephone Membership Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atlantic Telephone Membership Corporation's EIN is 20-8662055.
Download the official 2024 Form 5500 (PDF) for Atlantic Telephone Membership Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atlantic Telephone Membership Corporation's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 23-2384840 | WINSTON-SALEM, NC | INVESTMENT ADVISOR | $85K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered investment companies Alger Focus Equity Fund Mutual Fund: 17,808.620 Shares | Other securities | — | $1.1M | $1.5M | 10.8% | |
| American Centy Tr Etf Common stock: 20573 Shares | Common Stocks | — | $1.3M | $1.4M | 10.1% | |
| Macquarie Smallcap Core Fund Cl I Mutual Fund: 44,094.980 Shares | Other securities | — | $1.2M | $1.3M | 9.9% | |
| Capital Grp Global Etf Growth Equity Shs Creation Unit Common stock: 38479 Shares | Common Stocks | — | $1.1M | $1.1M | 8.3% | |
| First Trust Vi Etf Nasdaq Tech Divid Index Fund Common stock: 14025 Shares | Common Collective Trusts | — | $995K | $1.1M | 8.1% | |
| Gqg Partners Emerging Markets Equity Fund Cl Institutional Mutual Fund: 55,844.894 Shares | Other securities | — | $983K | $924K | 6.8% | |
| Capital Group Fixed Etf Income Etf Trust Common stock: 34919 Shares | Common Stocks | — | $791K | $775K | 5.7% | |
| Partnerships GAIF II CL 2 Blended Strategies Partnership | Other securities | — | $340K | $576K | 4.3% | |
| Locorr Invt Trust Macro Strategies Fund Class I Mutual Fund: 61,381.771 Shares | Other securities | — | $498K | $479K | 3.5% | |
| Janus Detroit Str Tr Etf Janus Henderson Aaa Common stock: 7951 Shares | Mutual Funds | — | $404K | $403K | 3.0% | |
| First Tr Global Etf Tactical Commodity Strategy Fund Common stock: 14917 Shares | Common Stocks | — | $361K | $357K | 2.6% | |
| First Tr Nasdaq Etf Cybersecurity Common stock: 4760 Shares | Common Stocks | — | $269K | $302K | 2.2% | |
| Select Sector Spdr Etf Communication - Svcs Select Sector Spdr Fd Common stock: 2136 Shares | Common Stocks | — | $178K | $207K | 1.5% | |
| Apple Inc. Common stock: 705 Shares | Common Stocks | — | $72K | $177K | 1.3% | |
| Broadcom Inc. Common stock: 728 Shares | Common Stocks | — | $130K | $169K | 1.2% | |
| Microsoft Corp Common stock: 375 Shares | Common Stocks | — | $124K | $158K | 1.2% | |
| Blackrock Inc Com New Common stock: 146 Shares | Common Stocks | — | $120K | $150K | 1.1% | |
| Visa Inc Class A Common stock: 454 Shares | Common Stocks | — | $130K | $143K | 1.1% | |
| S&P Global Inc Common stock: 278 Shares | Common Stocks | — | $121K | $138K | 1.0% | |
| Commerce Bancshares Inc Common stock: 2185 Shares | Common Stocks | — | $129K | $136K | 1.0% | |
| Unitedhealth Group Inc Common stock: 262 Shares | Common Stocks | — | $121K | $133K | 1.0% | |
| Abbott Laboratories Common stock: 1131 Shares | Common Stocks | — | $129K | $128K | 0.9% | |
| Home Depot Inc Common stock: 326 Shares | Common Stocks | — | $129K | $127K | 0.9% | |
| Accenture Plc Ireland Common stock: 356 Shares | Common Stocks | — | $129K | $125K | 0.9% | |
| Starbucks Corp Common stock: 1324 Shares | Common Stocks | — | $129K | $121K | 0.9% | |
| Johnson & Johnson Common stock: 777 Shares | Common Stocks | — | $120K | $112K | 0.8% | |
| Comcast Corp New Cl A Common stock: 2876 Shares | Common Stocks | — | $120K | $108K | 0.8% | |
| Honeywell International Inc Common stock: 469 Shares | Common Stocks | — | $97K | $106K | 0.8% | |
| Money market funds and interest-bearing cash Midfirst Bank Interest-bearing cash | Cash / Money Market | — | $101K | $101K | 0.7% | |
| Parker-Hannifin Corp Common stock: 156 Shares | Common Stocks | — | $97K | $99K | 0.7% | |
| Automatic Data Processing Common stock: 335 Shares | Common Stocks | — | $97K | $98K | 0.7% | |
| Grainger W Inc Common stock: 88 Shares | Common Stocks | — | $97K | $93K | 0.7% | |
| Sherwin Williams Co Common stock: 267 Shares | Common Stocks | — | $97K | $91K | 0.7% | |
| Ecolab Inc Common stock: 382 Shares | Common Stocks | — | $97K | $90K | 0.7% | |
| Prologis Inc Common stock: 834 Shares | Common Stocks | — | $107K | $88K | 0.7% | |
| Target Corp Common stock: 651 Shares | Common Stocks | — | $97K | $88K | 0.6% | |
| Nextera Energy Inc Common stock: 1208 Shares | Common Stocks | — | $77K | $87K | 0.6% | |
| Genl Dynamics Corp Common stock: 319 Shares | Common Stocks | — | $97K | $84K | 0.6% | |
| Mondelez Intl Inc Common stock: 1396 Shares | Common Stocks | — | $95K | $83K | 0.6% | |
| Phillips 66 Common stock: 696 Shares | Common Stocks | — | $120K | $79K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
