What public Form 5500 filings show about the Atlantic Trust Mortgage 401(k) plan — and how to find and check your own account.
Atlantic Trust Mortgage (EIN 13-4249996) reports ATLANTIC TRUST MORTGAGE 401K on its most recent Form 5500, with $893K in plan assets across 10 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Atlantic Trust Mortgage filing — schedules, fees, and providers.
Atlantic Trust Mortgage’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Atlantic Trust MortgageHR for the recordkeeper’s name and login.
