Atlantic Medical Management, Llc 401(k) Profit Sharing Plan
Sponsored by Atlantic Medical Management, Llc · EIN 274374467 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.2M
- Active participants
- 307
- With balances
- 335
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Chapel Hill Investment Analysts Inc CRD 109511 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Chapel Hill Investment Analysts | Investment advisory (participants), Investment advisory (plan) | $62,372 |
| Alerus Financial Na | Recordkeeping, Custodial (securities), Participant loan processing | $15,593 |
| Keystone Benefits Group, Inc. | Consulting fees | $7,797 |