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 self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORRIS & WELLS WEALTH MANAGEMENT | 26-3820649 | — | PARTY-IN-INTEREST | $106K | — |
| CERITY PARTNERS | 27-1180831 | — | PARTY-IN-INTEREST | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Equity | Other securities | — | — | $4.0M | 8.0% | |
| Bank Sweep for Profit Share Money Market | Cash / Money Market | — | — | $2.5M | 4.9% | |
| Bond | Other securities | — | — | $2.0M | 4.0% | |
| 255 Shares Vanguard FTSE Developed Markets ETF Fund | Mutual Funds | — | — | $1.2M | 2.3% | |
| 135 Shares SoFi Technologies, Inc. Equity | Common Stocks | — | — | $976K | 2.0% | |
| 975 Shares Docusign, Inc. Equity | Common Stocks | — | — | $839K | 1.7% | |
| Fortinet, Inc. Equity | Common Stocks | — | — | $815K | 1.6% | |
| 465 Shares International Business Machines Co. Equity | Common Stocks | — | — | $673K | 1.3% | |
| Alphabet, Inc. Class C Equity | Common Stocks | — | — | $657K | 1.3% | |
| Palo Alto Networks Equity | Other securities | — | — | $648K | 1.3% | |
| Check Point Software Equity | Other securities | — | — | $611K | 1.2% | |
| First Eagle Overseas Fund Class I Fund | Other securities | — | — | $562K | 1.1% | |
| 870 Shares EOG Res, Inc. Equity | Common Stocks | — | — | $560K | 1.1% | |
| Crocs, Inc. Equity | Common Stocks | — | — | $482K | 1.0% | |
| Freeport-Mcmoran, Inc. Equity | Common Stocks | — | — | $442K | 0.9% | |
| 190 Shares Micron Technology, Inc. Equity | Common Stocks | — | — | $418K | 0.8% | |
| 276 Shares Mattel, Inc. Equity | Common Stocks | — | — | $389K | 0.8% | |
| 205 Shares Schlumberger Ltd. Equity | Common Stocks | — | — | $375K | 0.7% | |
| Nucor Corp. Equity | Common Stocks | — | — | $341K | 0.7% | |
| 905 Shares Uber Technologies, Inc. Equity | Common Stocks | — | — | $335K | 0.7% | |
| US Treasury Note Bond | U.S. Treasuries | — | — | $300K | 0.6% | |
| US Treasury Note Bond | U.S. Treasuries | — | — | $300K | 0.6% | |
| Reynolds American Bond | Other securities | — | — | $299K | 0.6% | |
| Diamondback Energy, Inc. Equity | Common Stocks | — | — | $281K | 0.6% | |
| 650 Shares Cactus, Inc. Equity | Common Stocks | — | — | $264K | 0.5% | |
| 710 Shares Apple, Inc. Equity | Common Stocks | — | — | $261K | 0.5% | |
| Ishares S&P Mid Cap 400 Value ETF Fund | Other securities | — | — | $258K | 0.5% | |
| Pan Amern Silver Corp. Equity | Common Stocks | — | — | $255K | 0.5% | |
| AutoZone, Inc. Bond | Common Stocks | — | — | $249K | 0.5% | |
| Microsoft Corp. Equity | Common Stocks | — | — | $247K | 0.5% | |
| Vanguard FTSE Emerging Markets ETF Fund | Mutual Funds | — | — | $237K | 0.5% | |
| 165 Shares Alphabet, Inc. Class A Equity | Common Stocks | — | — | $236K | 0.5% | |
| 300 Shares Avantis Emerging Markets Fund | Other securities | — | — | $220K | 0.4% | |
| Seafarer Overseas Growth and Income Fund Institutional Fund | Other securities | — | — | $218K | 0.4% | |
| Ishares S&P Small Cap 600 Fund | Other securities | — | — | $216K | 0.4% | |
| 415 Shares Ishares MSCI Intl. Quality Factor ETF Fund | Other securities | — | — | $199K | 0.4% | |
| Schwab US Treasury Money Fund | U.S. Treasuries | — | — | $166K | 0.3% | |
| Nvidia Corp. Equity | Common Stocks | — | — | $164K | 0.3% | |
| Chevron Corp. Equity | Common Stocks | — | — | $162K | 0.3% | |
| Cisco Systems, Inc. Equity | Common Stocks | — | — | $161K | 0.3% | |
| 290 Shares JP Morgan Chase & Co. Equity | Common Stocks | — | — | $161K | 0.3% | |
| Amazon.com, Inc. Equity | Common Stocks | — | — | $156K | 0.3% | |
| McDonald's Corp. Equity | Common Stocks | — | — | $152K | 0.3% | |
| Broadcom, Inc. Equity | Common Stocks | — | — | $151K | 0.3% | |
| US Treasury Note Bond | U.S. Treasuries | — | — | $148K | 0.3% | |
| 220 Shares Mastercard, Inc. Equity | Common Stocks | — | — | $145K | 0.3% | |
| Service Now Inc. Equity | Common Stocks | — | — | $143K | 0.3% | |
| Walmart, Inc. Equity | Common Stocks | — | — | $140K | 0.3% | |
| 120 Shares Boston Scientific Co. Equity | Common Stocks | — | — | $134K | 0.3% | |
| 725 Shares UnitedHealth Group, Inc. Equity | Common Stocks | — | — | $129K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
