Sommer Reed signed Advanced Medical Management,Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Medical Management,Inc.'s EIN is 95-3765021.
Download the official 2024 Form 5500 (PDF) for Advanced Medical Management,Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Medical Management,Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIVERSIFY ADVISORY SERVICES, LLC | 92-0397260 |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $991K | 22.9% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $522K | 12.1% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $397K | 9.2% | |
| NYLI INCOME BUILDER INV 865 REGISTERED INVESTMENT COMPANY AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $366K | 8.5% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $312K | 7.2% | |
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $235K | 5.4% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $227K | 5.3% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $215K | 5.0% | |
| MET GG SV 25554 - L WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $199K | 4.6% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $195K | 4.5% | |
| LORD ABBETT HIGH YIELD FD R4 | Registered Investment Companies | — | — | $99K | 2.3% | |
| LS INFLATION PROT SEC RETAIL | Registered Investment Companies | — | — | $87K | 2.0% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $78K | 1.8% | |
| T ROWE DIVIDEND GRTH ADV | Registered Investment Companies | — | — | $76K | 1.8% | |
| JPMORGAN MID CAP VALUE - A | Registered Investment Companies | — | — | $41K | 0.9% | |
| FIDELITY ADV SMALL CAP VAL A | Registered Investment Companies | — | — | $30K | 0.7% | |
| BLACKROCK INTERNATIONAL FD -A | Registered Investment Companies | — | — | $24K | 0.5% | |
| BLACKROCK STRAT GLOBAL BOND A | Registered Investment Companies | — | — | $20K | 0.5% | |
| AMERFDS 2010 TARG DATE RET-R3 | Registered Investment Companies | — | — | $19K | 0.4% | |
| CALAMOS GLOBAL OPPORTUNITIES A | Registered Investment Companies | — | — | $18K | 0.4% | |
| AMERICAN FUNDS AMER BAL FD- R3 | Registered Investment Companies | — | — | $17K | 0.4% | |
| COLUMBIA SELIGMAN GLBL TECH A | Registered Investment Companies | — | — | $17K | 0.4% | |
| MORGAN STANLEY GROWTH A | Registered Investment Companies | — | — | $14K | 0.3% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $12K | 0.3% | |
| AMERFDS 2015 TARG DATE RET-R3 | Registered Investment Companies | — | — | $10K | 0.2% | |
| NUVEEN SMALL CAP GROWTH OPPS A | Registered Investment Companies | — | — | $8K | 0.2% | |
| LORD ABBETT SHORT DUR INC R4 | Registered Investment Companies | — | — | $7K | 0.2% | |
| MACQUARIE MID CAP GROWTH A | Registered Investment Companies | — | — | $6K | 0.1% | |
| COHEN & STEERS REAL EST SEC A | Registered Investment Companies | — | — | $6K | 0.1% | |
| VIRTUS D&P WATER A | Registered Investment Companies | — | — | $4K | <0.1% | |
| BLK IMPACT MORTGAGE FD INV A | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $14K |
| — |
