Ragan Pulley signed Atlantic Medical Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atlantic Medical Management, LLC's EIN is 27-4374467.
Download the official 2024 Form 5500 (PDF) for Atlantic Medical Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atlantic Medical Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL NA | — | ST PAUL, MN | INVESTMENT MGMT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHAPEL HILL INVESTMENT ANALYSTS | — | GREENSBURG, PA | INVESTMENT ADVISOR | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.6M | 18.3% | |
| Putnam Stable Value Fund | Stable Value | — | — | $1.0M | 7.1% | |
| CAPITAL PRESERVATION FUND PUTNAM STABLE VALUE FUND · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.0M | 7.1% | |
| Pimco Total Return Institutional Fund | Mutual Funds | — | — | $1.0M | 7.0% | |
| Vanguard Index Trust Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 6.9% | |
| Vanguard Information Tech and Adm Fund | Mutual Funds | — | — | $965K | 6.7% | |
| American Funds EuroPacific Growth Fund R5 $ | Mutual Funds | — | — | $868K | 6.0% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $775K | 5.4% | |
| American Funds The Growth Fund of America R5 | Mutual Funds | — | — | $697K | 4.8% | |
| Vanguard Inflation Protected Secs Admiral Class Fund | Mutual Funds | — | — | $573K | 4.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $478K | 3.3% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $391K | 2.7% | |
| TD Ameritrade Participant Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $383K | 2.6% | |
| Pimco Real Return Institutional Fund | Mutual Funds | — | — | $349K | 2.4% | |
| American Funds New World Fund R5 | Mutual Funds | — | — | $341K | 2.4% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $316K | 2.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $273K | 1.9% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $260K | 1.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $239K | 1.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $156K | 1.1% | |
| Participant Loans Due 11/2029; Interest Rate - 4.25% - 9.50% | Bonds / Notes | — | — | $117K | 0.8% | |
| American Funds Capital World Growth & Income Fund R5 | Mutual Funds | — | — | $74K | 0.5% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $55K | 0.4% | |
| Dimensional US Micro Cap Fund | Mutual Funds | — | — | $34K | 0.2% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $20K | 0.1% | |
| Dimensional US Large Cap Value Fund | Mutual Funds | — | — | $16K | 0.1% | |
| American Funds High Income Class Fund R5 | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds Investment Company of America R5 | Mutual Funds | — | — | $5K | <0.1% | |
| Dimensional US Small Cap Value | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Long Term Investment Grade Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Mid Cap Growth Fund | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds Balanced Fund R5 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEYSTONE BENEFITS GROUP, INC. | — | GREENSBURG, PA | THIRD PARTY ADMINISTRATO | $8K | — |
