Joshua Gantz signed Ambulatory Management Solutions,'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ambulatory Management Solutions,'s EIN is 45-1157458.
Download the official 2024 Form 5500 (PDF) for Ambulatory Management Solutions, from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ambulatory Management Solutions,'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT, LP | 38-3649535 | — | INVESTMENT/FINANCIAL ADVI | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $3.4M | 16.2% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $3.4M | 16.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.7M | 12.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.3M | 11.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.7M | 8.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.7M | 8.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.5M | 7.1% | |
| Vanguard Total Bond Market Index Fund Adm | Common Collective Trusts | — | — | $719K | 3.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $526K | 2.5% | |
| Dimensional Global Equity Portfolio | Mutual Funds | — | — | $421K | 2.0% | |
| DFA U.S. Large Company Portfolio | Mutual Funds | — | — | $352K | 1.7% | |
| Vanguard Federal Money Market Fund Inv | Mutual Funds | — | — | $319K | 1.5% | |
| Dimensional Global Allocation 60/40 Portfolio ** 135 Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $291K | 1.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $287K | 1.4% | |
| DFA International High Relative Profitability | Mutual Funds | — | — | $210K | 1.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $126K | 0.6% | |
| DFA U.S. Targeted Value Portfolio | Mutual Funds | — | — | $123K | 0.6% | |
| Notes receivable from participants Interest ranging from 4.25%-9.50% | Bonds / Notes | — | — | $114K | 0.5% | |
| DFA U.S. Core Equity 2 Portfolio | Mutual Funds | — | — | $107K | 0.5% | |
| DFA One-Year Fixed Income Portfolio | Mutual Funds | — | — | $88K | 0.4% | |
| DFA Short-Term Government Portfolio ** 133 Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $69K | 0.3% | |
| DFA Global Core Plus Fixed Income Portfolio | Mutual Funds | — | — | $66K | 0.3% | |
| s (held by Reliance Trust Company) Vanguard Long-Term Treasury Index Fund Adm | Mutual Funds | — | — | $64K | 0.3% | |
| DFA International Core Equity 2 Portfolio | Mutual Funds | — | — | $58K | 0.3% | |
| DFA Emerging Markets Core Equity 2 Portfolio | Mutual Funds | — | — | $43K | 0.2% | |
| DFA U.S. High Relative Profitability Portfolio | Mutual Funds | — | — | $41K | 0.2% | |
| DFA Short-Duration Real Return Portfolio | Mutual Funds | — | — | $40K | 0.2% | |
| s (held by Reliance Trust Company) (Continued) DFA U.S. Small Cap Value Portfolio | Mutual Funds | — | — | $29K | 0.1% | |
| DFA International Small Cap Value Portfolio | Mutual Funds | — | — | $27K | 0.1% | |
| DFA Real Estate Securities Portfolio | Mutual Funds | — | — | $19K | <0.1% | |
| DFA Intermediate-Term Extended Quality Portfolio | Mutual Funds | — | — | $18K | <0.1% | |
| DFA International Real Estate Securities Portfolio | Mutual Funds | — | — | $13K | <0.1% | |
| DFA Commodity Strategy Portfolio | Mutual Funds | — | — | $8K | <0.1% | |
| DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $8K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| DFA Investment Grade Portfolio ** 131 DFA Inflation-Protected Securities Portfolio | Mutual Funds | — | — | $1K | <0.1% | |
| DFA U.S. Core Equity 1 Portfolio | Mutual Funds | — | — | $1K | <0.1% |
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