Atlantic Anesthesia, Inc.'s EIN is 54-1855514.
Download the official 2024 Form 5500 (PDF) for Atlantic Anesthesia, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atlantic Anesthesia, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS | 27-1180831 | — | PARTY-IN-INTEREST | $62K | — |
| MORRIS & WELLS WEALTH MANAGEMENT | 26-3820649 | — | PARTY-IN-INTEREST | $60K | — |
| FINANCIAL SECURITY ADVISORY, INC. | 54-1832175 | — | PARTY-IN-INTEREST | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Equity | Other securities | — | — | $6.2M | 12.0% | |
| Bank Sweep for Employee Benefit Plan Money Market | Cash / Money Market | — | — | $2.6M | 5.0% | |
| 345 Shares Vanguard FTSE Developed Markets ETF Fund | Mutual Funds | — | — | $1.5M | 2.8% | |
| First Eagle Overseas Fund Class I Fund | Other securities | — | — | $714K | 1.4% | |
| Docusign, Inc. Equity | Common Stocks | — | — | $654K | 1.3% | |
| 930 Shares Fortinet, Inc. Equity | Common Stocks | — | — | $637K | 1.2% | |
| 600 Shares International Business Machines Co. Equity | Common Stocks | — | — | $588K | 1.1% | |
| Alphabet, Inc. Class C Equity | Common Stocks | — | — | $567K | 1.1% | |
| Palo Alto Networks Equity | Other securities | — | — | $533K | 1.0% | |
| Check Point Software Equity | Other securities | — | — | $512K | 1.0% | |
| EOG Res, Inc. Equity | Common Stocks | — | — | $491K | 0.9% | |
| Freeport-McMoRan Inc. Equity | Common Stocks | — | — | $403K | 0.8% | |
| Crocs Inc. Equity | Common Stocks | — | — | $388K | 0.7% | |
| 250 Shares Micron Technology, Inc. Equity | Common Stocks | — | — | $385K | 0.7% | |
| Newmont Corp. Equity | Common Stocks | — | — | $370K | 0.7% | |
| 870 Shares Apple, Inc. Equity | Common Stocks | — | — | $365K | 0.7% | |
| Ishares S&P Mid Cap 400 Growth ETF Fund | Other securities | — | — | $345K | 0.7% | |
| Microsoft Corp. Equity | Common Stocks | — | — | $323K | 0.6% | |
| 239 Shares Alphabet, Inc. Class A Equity | Common Stocks | — | — | $306K | 0.6% | |
| Carters, Inc. Equity | Common Stocks | — | — | $300K | 0.6% | |
| Vanguard FTSE Emerging Markets ETF Fund | Mutual Funds | — | — | $299K | 0.6% | |
| Nucor Corp. Equity | Common Stocks | — | — | $297K | 0.6% | |
| 411 Shares Avantis Emerging Markets Fund | Other securities | — | — | $287K | 0.6% | |
| 640 Shares Schlumberger Ltd. Equity | Common Stocks | — | — | $286K | 0.6% | |
| Ishares S&P Small Cap 600 Growth ETF Fund | Other securities | — | — | $285K | 0.5% | |
| 361 Shares Mattel, Inc. Equity | Common Stocks | — | — | $284K | 0.5% | |
| 520 Shares Ishares MSCI Intl. Quality Factor ETF Fund | Other securities | — | — | $262K | 0.5% | |
| 285 Shares Seafarer Overseas Growth and Income Fund Instl. Class Fund | Other securities | — | — | $260K | 0.5% | |
| Uber Technologies, Inc. Equity | Common Stocks | — | — | $255K | 0.5% | |
| Diamondback Energy, Inc. Equity | Common Stocks | — | — | $238K | 0.5% | |
| 396 Shares JP Morgan Chase & Co. Equity | Common Stocks | — | — | $217K | 0.4% | |
| Pan American Silver Corp. Equity | Common Stocks | — | — | $216K | 0.4% | |
| Broadcom, Inc. Equity | Common Stocks | — | — | $211K | 0.4% | |
| NVIDIA Corp. Equity | Common Stocks | — | — | $206K | 0.4% | |
| Chevron Corp. Equity | Common Stocks | — | — | $201K | 0.4% | |
| Cisco Systems, Inc. Equity | Common Stocks | — | — | $194K | 0.4% | |
| Amazon.com, Inc. Equity | Common Stocks | — | — | $191K | 0.4% | |
| 260 Shares Mastercard, Inc. Equity | Common Stocks | — | — | $190K | 0.4% | |
| Walmart, Inc. Equity | Common Stocks | — | — | $183K | 0.4% | |
| 590 Shares Merck & Co., Inc. Equity | Common Stocks | — | — | $182K | 0.3% | |
| 155 Shares Boston Scientific Co. Equity | Common Stocks | — | — | $175K | 0.3% | |
| 916 Shares UnitedHealth Group, Inc. Equity | Common Stocks | — | — | $175K | 0.3% | |
| Bond | Other securities | — | — | $169K | 0.3% | |
| ServiceNow, Inc. Equity | Common Stocks | — | — | $160K | 0.3% | |
| Blackrock, Inc. Equity | Common Stocks | — | — | $159K | 0.3% | |
| 210 Shares TJX Companies, Inc. Equity | Common Stocks | — | — | $152K | 0.3% | |
| Meta Platforms, Inc. Equity | Common Stocks | — | — | $146K | 0.3% | |
| PepsiCo, Inc. Equity | Common Stocks | — | — | $143K | 0.3% | |
| S&P Global Inc. Equity | Common Stocks | — | — | $142K | 0.3% | |
| Corning, Inc. Equity | Common Stocks | — | — | $138K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
