Carmen ELIA signed Anesthesia Management Services, P. C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anesthesia Management Services, P. C.'s EIN is 27-0002040.
Download the official 2024 Form 5500 (PDF) for Anesthesia Management Services, P. C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anesthesia Management Services, P. C.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Account Cash, Common Stock, Mutual Funds, Money Market Funds, Treasury Bills, Options, and Unit Investment Trust Funds | Self-Directed Brokerage | — | — | $18.2M | 25.0% | |
| Fidelity Freedom Index 2025 Fund Investor Class | Mutual Funds | — | — | $6.2M | 8.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.8M | 8.0% | |
| Fidelity Freedom Index 2030 Fund Investor Class | Mutual Funds | — | — | $4.8M | 6.6% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $4.2M | 5.8% | |
| Fidelity Freedom Index 2035 Fund Investor Class | Mutual Funds | — | — | $3.2M | 4.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $3.1M | 4.2% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $3.0M | 4.1% | |
| Fidelity Freedom Index 2045 Fund Investor Class | Mutual Funds | — | — | $2.8M | 3.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $2.5M | 3.5% | |
| American Funds American Funds Balanced R-6 | Mutual Funds | — | — | $2.4M | 3.3% | |
| Fidelity Freedom Index 2050 Fund Investor Class | Mutual Funds | — | — | $2.2M | 3.0% | |
| Fidelity Freedom Index 2040 Fund Investor Class | Mutual Funds | — | — | $2.0M | 2.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.9M | 2.7% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $1.8M | 2.5% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1.3M | 1.8% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $1.2M | 1.7% | |
| Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $993K | 1.4% | |
| Vanguard Mid Cap Value Index Adm | Mutual Funds | — | — | $947K | 1.3% | |
| Similar Party Description of Assets Current Value Stable Value Fund Standard The Standard Stable Asset Fund - Insurance Company - Interest crediting rate of 3.10% | Stable Value | — | — | $860K | 1.2% | |
| Fidelity Freedom Index 2055 Fund Investor Class | Mutual Funds | — | — | $659K | 0.9% | |
| Fidelity Freedom Index 2015 Fund Investor Class | Mutual Funds | — | — | $508K | 0.7% | |
| Fidelity Freedom Index 2010 Fund Investor Class | Mutual Funds | — | — | $433K | 0.6% | |
| Fidelity Freedom Index 2020 Fund Investor Class | Mutual Funds | — | — | $319K | 0.4% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $318K | 0.4% | |
| American Funds American Funds New Perspective Fund Class R-6 | Mutual Funds | — | — | $291K | 0.4% | |
| American Funds American Funds New World Fund Class R-6 | Mutual Funds | — | — | $264K | 0.4% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $185K | 0.3% | |
| BlackRock Commodity Strategies Port Instl Shares | Other securities | — | — | $112K | 0.2% | |
| Loans to Participants * Plan participants Notes receivable from participants (interest rates ranging from 8.75% to 9.50% with various maturities) | Bonds / Notes | — | — | $80K | 0.1% | |
| Vanguard FTSE All-World ex-US Index Fund | Common Collective Trusts | — | — | $40K | <0.1% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
