Back to filter
Original filing (PDF)20251015123340NAL0002296419001
ATLANTIC MEDICAL IMAGING, LLC
Form 5500
FILING_RECEIVED
AMI 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
912
Accounts w/ balance
1,219
Plan assets (EOY)
$97.9M
Net assets (EOY)
$97.9M
How this plan invests
This plan
41 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 (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTIC MEDICAL IMAGING, LLC.
Plan sponsor
Name
ATLANTIC MEDICAL IMAGING, LLC
EIN
22-2222502
Address
BAYPORT ONE OFFICE BUILDING · 8025 BLACK HORSE PIKE, SUITE 300 · WEST ATLANTIC CITY, NJ · 08232
Phone
(609) 653-8219
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMOLIN, LUPIN, & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
Investments
41 direct securities· $92.7M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX FUND Mutual Fund | — | — | — | $18.8M | 19.2% | |
| T ROWE PRICE RETIREMENT 2030 FD Mutual Fund | — | — | — | $18.3M | 18.7% | |
| T ROWE PRICE RETIREMENT 2040 FD Mutual Fund | — | — | — | $11.0M | 11.2% | |
| T ROWE PRICE RETIREMENT 2050 Mutual Fund | — | — | — | $8.6M | 8.8% | |
| T ROWE PRICE RETIREMENT 2020 FUND Mutual Fund | — | — | — | $8.0M | 8.1% | |
| BLACKROCK HEALTH SCIENCES OPP INSTL Mutual Fund | — | — | — | $3.1M | 3.1% | |
| AMERICAN FUNDS FUNDAMENTAL INVS R6 Mutual Fund | — | — | — | $2.4M | 2.4% | |
| CARILLON SCOUT MID CAP FD I Mutual Fund | — | — | — | $1.8M | 1.8% | |
| VANGUARD LIFE STRAT MOD GRWTH FUND I Mutual Fund | — | — | — | $1.7M | 1.7% | |
| VANGUARD LIFE STRATEGY GROWTH FD I Mutual Fund | — | — | — | $1.5M | 1.5% | |
| VANGUARD EQUITY INC FD ADMIRAL SHS Mutual Fund | — | — | — | $1.5M | 1.5% | |
| VANGUARD STRATEGIC SMALL CAP EQUITY Mutual Fund | — | — | — | $1.3M | 1.3% | |
| JANUS HENDERSON GLBL TECH INNOV T Mutual Fund | — | — | — | $1.2M | 1.3% | |
| DODGE & COX INCOME F Mutual Fund | — | — | — | $1.2M | 1.3% | |
| SCHWAB BANK SAVINGS Money Market Fund | — | — | — | $1.2M | 1.2% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | — | — | — | $1.1M | 1.1% | |
| VANGUARD TOTAL BOND MKT INDEX ADM Mutual Fund | — | — | — | $1.1M | 1.1% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM Mutual Fund | — | — | — | $986K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMIRAL SH Mutual Fund | — | — | — | $972K | 1.0% | |
| Notes receivable from participants Participant Loans*** - | — | — | — | $795K | 0.8% | |
| VANGUARD MID CAP INDEX FUND ADMIRAL Mutual Fund | — | — | — | $790K | 0.8% | |
| T ROWE PRICE RETIREMENT 2060 FD Mutual Fund | — | — | — | $736K | 0.8% | |
| VANGUARD EMRG MKTS STK INDEX FD ADM Mutual Fund | — | — | — | $627K | 0.6% | |
| NYLI MACKAY HIGH YIELD CORP BD FD A Mutual Fund | — | — | — | $533K | 0.5% | |
| COHEN & STEERS REALTY SHARES Mutual Fund | — | — | — | $529K | 0.5% | |
| TCW METWEST TOTAL RETURN BD I Mutual Fund ** 2 VANGUARD DEVELOPED MKTS INDEX ADM Mutual Fund | — | — | — | $496K | 0.5% | |
| VANGUARD SHORT TERM BD INDEX FD ADM Mutual Fund | — | — | — | $452K | 0.5% | |
| VANGUARD GNMA FUND ADMIRAL SHRS Mutual Fund | — | — | — | $325K | 0.3% | |
| T ROWE PRICE RETIREMENT 2010 FD Mutual Fund | — | — | — | $311K | 0.3% | |
| VANGUARD TOTAL INTL BD INDEX ADMIRAL Mutual Fund | — | — | — | $300K | 0.3% | |
| PIMCO DIVERSIFIED INCOME CL I Mutual Fund | — | — | — | $247K | 0.3% | |
| in (b) Identity of Issue, Borrower, (c) Description of (d) (e) Current Interest Lessor or Similar Party Investment Cost Value AMERICAN CENTURY INFLATION ADJ BD R5 Mutual Fund | — | — | — | $146K | 0.1% | |
| LORD ABBETT SHORT DURATION INCM I Mutual Fund | — | — | — | $141K | 0.1% | |
| VANGUARD LIFE STRATEGY INCOME FD I Mutual Fund | — | — | — | $141K | 0.1% | |
| GOLDMAN SACHS MLP ENRGY INFRAS INST Mutual Fund | — | — | — | $122K | 0.1% | |
| DAVIS FINANCIAL FUND CL A Mutual Fund | — | — | — | $114K | 0.1% | |
| DELAWARE EMERGING MKTS FUND CL R6 Mutual Fund | — | — | — | $91K | <0.1% | |
| LAZARD INTL EQUITY PORT INST SHS Mutual Fund | — | — | — | $82K | <0.1% | |
| T ROWE PRICE EMERGING MKTS BD FD Mutual Fund | — | — | — | $38K | <0.1% | |
| PIMCO COMMODITY REAL RETURN INSTL Mutual Fund | — | — | — | $33K | <0.1% | |
| INVESCO OPPEN GOLD & SPEC MINERALS A Mutual Fund | — | — | — | $28K | <0.1% |
Related plans
Other plans using USI CONSULTING GROUP
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
$2.8B · 3,184 participants
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH PENSION PLAN
$2.8B · 26,078 participants
UT-BATTELLE, LLC
PENSION PLAN FOR EMPLOYEES AT ORNL
$2.4B · 6,785 participants
PARSONS CORPORATION
PARSONS CORPORATION RETIREMENT SAVINGS PLAN
$2.3B · 10,546 participants
Similar-size Offices of Physicians plans
WOMEN'S HEALTHCARE ASSOCIATES, LLC
WOMEN'S HEALTHCARE ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN
$97.8M · 498 participants
AMERICAN RADIOLOGY ASSOCIATES, P.A.
AMERICAN RADIOLOGY ASSOCIATES, P.A. RETIREMENT PLAN
$97.7M · 126 participants
THE WEST CLINIC PLLC
THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN
$98.2M · 735 participants
MATRIX ANESTHESIA, P.S.
MATRIX ANESTHESIA, P.S. 401K PROFIT SHARING PLAN
$97.4M · 92 participants
BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP
BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP 401(K) RETIREMENT PLAN
$98.4M · 854 participants
CENTER FOR ORTHOPEDIC RESEARCH AND EXCELLENCE, INC.
THE HOPCO 401K PLAN
$97.1M · 2,976 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants