Morgan Galle signed Convenientmd LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Convenientmd LLC's EIN is 30-0709677.
Download the official 2024 Form 5500 (PDF) for Convenientmd LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Convenientmd LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $44K | — |
| STRATEGIC ADVISORS, INC. |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
