Joseph Quinn signed Advanced Medical Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Medical Management, LLC's EIN is 52-1829955.
Download the official 2024 Form 5500 (PDF) for Advanced Medical Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Medical Management, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AM FDS 2065 TRGT DTE RTM R6 FD | Other securities | — | $0 | $1.4M | 15.6% | |
| AMERICAN CENTUR MID-CAP VAL R6 | Other securities | — | $0 | $1.1M | 12.2% | |
| AMERICAN FDS WSHMUT INV R6 FD | Other securities | — | $0 | $1.1M | 11.7% | |
| AM FDS 2035 TRGT DTE RTM R6 FD | Other securities | — | $0 | $906K | 9.8% | |
| AM FDS 2045 TRGT DTE RTM R6 FD | Other securities | — | $0 | $517K | 5.6% | |
| AM FDS 2020 TRGT DTE RTM R6 FD | Other securities | — | $0 | $473K | 5.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $454K | 4.9% | |
| AM FDS 2030 TRGT DTE RTM R6 FD | Other securities | — | $0 | $436K | 4.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $0 | $407K | 4.4% | |
| Prin Equity Income SA-Z | Common Stocks | — | $0 | $377K | 4.1% | |
| AM FDS 2040 TRGT DTE RTM R6 FD | Other securities | — | $0 | $252K | 2.7% | |
| AM FDS 2025 TRGT DTE RTM R6 FD | Other securities | — | $0 | $243K | 2.6% | |
| INV GLD AND SP MINERALS R6 FND | Other securities | — | $0 | $212K | 2.3% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $169K | 1.8% | |
| Invesco Divers Dividend R Fund | Mutual Funds | — | $0 | $167K | 1.8% | |
| AM FDS 2050 TRGT DTE RTM R6 FD | Other securities | — | $0 | $134K | 1.5% | |
| AM FDS 2055 TRGT DTE RTM R6 FD | Other securities | — | $0 | $123K | 1.3% | |
| AM FDS 2060 TRGT DTE RTM R6 FD | Other securities | — | $0 | $115K | 1.2% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $109K | 1.2% | |
| AMERICAN FUNDS NEWPRSP R6 FND | Mutual Funds | — | $0 | $98K | 1.1% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | $0 | $79K | 0.9% | |
| AM FDS EUROPACIFIC GRTH R6 FD | Other securities | — | $0 | $50K | 0.5% | |
| AM FDS 2010 TRGT DTE RTM R6 FD | Other securities | — | $0 | $50K | 0.5% | |
| AM FDS 2015 TRGT DTE RTM R6 FD | Other securities | — | $0 | $48K | 0.5% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $0 | $45K | 0.5% | |
| FIDELITY ADV STR INC Z FUND | Mutual Funds | — | $0 | $43K | 0.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $43K | 0.5% | |
| FRANKLIN SM-MID CAP GRTH R6 FD | Mutual Funds | — | $0 | $25K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $25K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $16K | 0.2% | |
| CARILLON EAGLE MIDCAGWTH R6 FD | Other securities | — | $0 | $16K | 0.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $8K | <0.1% | |
| FIDELITY ADV SM CAP VAL Z FUND | Mutual Funds | — | $0 | $8K | <0.1% | |
| AMERICAN FUNDS 2070 TDR R6 FD | Mutual Funds | — | $0 | $4K | <0.1% | |
| Royce Micro-Cap Service Fund | Other securities | — | $0 | $3K | <0.1% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $79 | <0.1% | |
| PRIN LIFETIME HY 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
