James KUHN signed Atlantic Testing Laboratories, Limited's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atlantic Testing Laboratories, Limited's EIN is 16-1109111.
Download the official 2024 Form 5500 (PDF) for Atlantic Testing Laboratories, Limited from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atlantic Testing Laboratories, Limited'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOOD LIFE ADVISORS, LLC | 47-1058535 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Identifies party-in-interest OF INVESTMENT COST VALUE BlackRock Lifepath Index 2040 K Fund Mutual Fund | Other securities | — | — | $3.3M | 14.6% | |
| BlackRock Lifepath Index 2030 K Fund Mutual Fund | Other securities | — | — | $2.6M | 11.5% | |
| BlackRock Lifepath Index 2045 K Fund Mutual Fund | Other securities | — | — | $2.3M | 10.4% | |
| BlackRock Lifepath Index 2035 K Fund Mutual Fund | Other securities | — | — | $1.6M | 7.0% | |
| Nuveen LargeCap Growth Index R6 Fund Mutual Fund | Mutual Funds | — | — | $1.4M | 6.4% | |
| BlackRock Lifepath Index Retirement K Fund Mutual Fund | Other securities | — | — | $1.3M | 5.9% | |
| BlackRock Lifepath Index 2055 K Fund Mutual Fund | Other securities | — | — | $1.1M | 4.8% | |
| Vanguard Federal Money Market Investor Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 4.4% | |
| iShares S&P 500 Index K Fund Mutual Fund | Common Collective Trusts | — | — | $986K | 4.4% | |
| BlackRock Lifepath Index 2050 K Fund Mutual Fund | Other securities | — | — | $973K | 4.3% | |
| Nuveen LargeCap Value Index R6 Fund Mutual Fund | Mutual Funds | — | — | $745K | 3.3% | |
| BlackRock Lifepath Index 2060 K Fund Mutual Fund | Other securities | — | — | $678K | 3.0% | |
| Notes Receivable from Participants* (Interest Rates 4.25% - 9.50%) | Bonds / Notes | — | — | $512K | 2.3% | |
| BlackRock Lifepath Index 2065 K Fund Mutual Fund | Other securities | — | — | $509K | 2.3% | |
| Vanguard Developed Markets Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $434K | 1.9% | |
| Macquarie MidCap Growth R6 Fund Mutual Fund | Other securities | — | — | $315K | 1.4% | |
| Lord Abbett Short Duration Income R6 Fund Mutual Fund | Mutual Funds | — | — | $304K | 1.3% | |
| PGIM Jennison International Opportunities R6 Fund Mutual Fund | Other securities | — | — | $279K | 1.2% | |
| PIMCO Income Institutional Fund Mutual Fund | Mutual Funds | — | — | $242K | 1.1% | |
| Vanguard Mid-Cap Value Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $224K | 1.0% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $221K | 1.0% | |
| Vanguard Total Stock Market Index Admiral Fund Mutual Fund | Common Collective Trusts | — | — | $211K | 0.9% | |
| ClearBridge Large Cap Growth IS Fund Mutual Fund | Other securities | — | — | $199K | 0.9% | |
| Vanguard Small Cap Growth Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $199K | 0.9% | |
| Vanguard Mid-Cap Growth Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $194K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $182K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $104K | 0.5% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $93K | 0.4% | |
| (E) | Other securities | — | — | $82K | 0.4% | |
| Vanguard Small Cap Value Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $82K | 0.4% | |
| Fidelity Advisor Energy Z Fund Mutual Fund | Mutual Funds | — | — | $60K | 0.3% | |
| John Hancock Bond R6 Fund Mutual Fund | Other securities | — | — | $49K | 0.2% | |
| Columbia Small-Cap Growth I3 Fund Mutual Fund | Other securities | — | — | $42K | 0.2% | |
| (E) | Other securities | — | $93K | $24K | 0.1% | |
| Vanguard International Value Investor Fund Mutual Fund | Mutual Funds | — | — | $24K | 0.1% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | Other securities | — | — | $15K | <0.1% | |
| Identifies party-in-interest OF INVESTMENT COST VALUE Columbia Div Income I3 Fund Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| (E) | Other securities | — | — | $3K | <0.1% | |
| iShares US Aggregate Bond Index K Fund Mutual Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUTZ, SELIG AND ZERONDA | 14-1745230 | — | ACCOUNTANT | $16K | — |
