JEFF MEEK signed ALLY Medical Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALLY Medical Management, LLC's EIN is 47-5067134.
Download the official 2024 Form 5500 (PDF) for ALLY Medical Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALLY Medical Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $968 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY | $56 | — |
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.
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 |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | 76-0500416 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS AMERICAN FUNDS 2035 FUND WILMINGTON TRUST FUNDS · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $632K | 23.0% | |
| MYCOMPASS AMERICAN FUNDS 2050 FUND WILMINGTON TRUST FUNDS · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $451K | 16.4% | |
| MYCOMPASS AMERICAN FUNDS 2045 FUND WILMINGTON TRUST FUNDS · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $308K | 11.2% | |
| MYCOMPASS AMERICAN FUNDS 2025 FUND WILMINGTON TRUST FUNDS · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $249K | 9.1% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $188K | 6.8% | |
| MYCOMPASS AMERICAN FUNDS 2040 FUND WILMINGTON TRUST FUNDS · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $172K | 6.3% | |
| MYCOMPASS AMERICAN FUNDS 2060 FUND WILMINGTON TRUST FUNDS · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $92K | 3.3% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $78K | 2.8% | |
| MYCOMPASS AMERICAN FUNDS 2055 FUND WILMINGTON TRUST FUNDS · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $70K | 2.5% | |
| MYCOMPASS AMERICAN FUNDS 2030 FUND WILMINGTON TRUST FUNDS · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $66K | 2.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $64K | 2.3% | |
| MYCOMPASS AMERICAN FUNDS 2020 FUND WILMINGTON TRUST FUNDS · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $57K | 2.1% | |
| American Funds American Funds New World Fund R6 | Mutual Funds | — | — | $40K | 1.5% | |
| MYCOMPASS AMERICAN FUNDS 2065 FUND WILMINGTON TRUST FUNDS · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $40K | 1.5% | |
| Participant Loans Interest rates range from 8.75% to 9.50% | Bonds / Notes | — | — | $39K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $32K | 1.2% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $25K | 0.9% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $25K | 0.9% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $23K | 0.8% | |
| MFS International Growth Fund R6 | Mutual Funds | — | — | $18K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $17K | 0.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $15K | 0.6% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $13K | 0.5% | |
| Voya Government Money Market Fund Class A | Cash / Money Market | — | — | $9K | 0.3% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $8K | 0.3% | |
| Vanguard Energy Index Fund Admiral Shares | Common Collective Trusts | — | — | $6K | 0.2% | |
| Invesco Floating Rate ESG Fund R6 | Mutual Funds | — | — | $5K | 0.2% | |
| Franklin Templeton Investments ClearBridge Small Cap Growth Fund IS | Mutual Funds | — | — | $5K | 0.2% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $2K | <0.1% |
