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Sponsor portfolio

ATLANTIC MEDICAL GROUP, PC

EIN 27-2162014-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
9
2541 N. QUEEN STREET - KINSTON, NC 28501252-527-3636
Plans on this EIN
2 filings
#001401k-$2.9M - 4 part#002CashBalance-$2.3M - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • GROUP, PC 401(K) (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • GROUP, PC 401(K) (#001)4
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ATLANTIC MEDICAL GROUP, PC 401(K) PLAN

401k

Assets$2.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ATLANTIC MEDICAL GROUP, PC CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ATLANTIC MEDICAL GROUP, PC 401(K) PLAN401k$2.9M42025
002ATLANTIC MEDICAL GROUP, PC CASH BALANCE PLANCashBalance$2.3M52024
Retirement plans
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