What public Form 5500 filings show about the ATS ESOP Holdings, Inc. 401(k) plan — and how to find and check your own account.
ATS ESOP Holdings, Inc. (EIN 84-4088111) reports ATS 401(K) PLAN on its most recent Form 5500, with $102.6M in plan assets across 571 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 ATS ESOP Holdings, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ATS ESOP Holdings, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MGMT, RAYMOND JAMES FINANCIAL SERVICES, BRONTIDE, CROSSPLANS.
