Michael Reining signed Atlantic Vision Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atlantic Vision Partners LLC's EIN is 83-3403293.
Download the official 2024 Form 5500 (PDF) for Atlantic Vision Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atlantic Vision Partners LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2045 K6 | Mutual Funds | — | $1.2M | $1.4M | 13.8% | |
| FID CONTRAFUND K6 | Mutual Funds | — | $798K | $1.2M | 11.4% | |
| FID 500 INDEX | Common Collective Trusts | — | $883K | $1.2M | 11.4% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $990K | $1.1M | 10.3% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $597K | $694K | 6.6% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $543K | $586K | 5.6% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $446K | $490K | 4.7% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | $389K | $438K | 4.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $401K | $401K | 3.8% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $339K | $394K | 3.8% | |
| FID US BOND IDX | Common Collective Trusts | — | $361K | $358K | 3.4% | |
| PUTN LG CAP VAL R6 | Other securities | — | $312K | $348K | 3.3% | |
| FID INTL INDEX | Mutual Funds | — | $321K | $328K | 3.1% | |
| AF BALANCED R6 | Other securities | — | $176K | $195K | 1.9% | |
| EV AC SMID CAP R6 | Other securities | — | $152K | $180K | 1.7% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $132K | $149K | 1.4% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | $139K | $140K | 1.3% | |
| FT BEHAV SM-CPEQ R6 | Other securities | — | $123K | $136K | 1.3% | |
| FID TOTAL BOND K6 | Mutual Funds | — | $125K | $123K | 1.2% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $85K | $98K | 0.9% | |
| JH DSCPL VAL MDCP R6 | Other securities | — | $94K | $97K | 0.9% | |
| CBA SM CAP GR IS | Other securities | — | $80K | $80K | 0.8% | |
| AF NEW WORLD R6 | Other securities | — | $75K | $77K | 0.7% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $60K | $62K | 0.6% | |
| FID MID CAP IDX | Common Collective Trusts | — | $44K | $53K | 0.5% | |
| FID SM CAP IDX | Common Collective Trusts | — | $39K | $46K | 0.4% | |
| PIMCO INCOME INST | Mutual Funds | — | $41K | $41K | 0.4% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $21K | $22K | 0.2% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $13K | 0.1% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $9K | $10K | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
