AMY Merritt signed ATTO Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATTO Technology, Inc.'s EIN is 16-1337668.
Download the official 2024 Form 5500 (PDF) for ATTO Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATTO Technology, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| Bank of New York Mellon Bank of New York Mellon S&P 500 Index Fund - 44,461 shares | Common Collective Trusts | — | $44K | $2.6M | 14.5% | |
| American Funds American Funds Target Date 2030 Retirement Fund - 105,327 shares | Mutual Funds | — | $105K | $1.8M | 10.2% | |
| JP Morgan JPMorgan Large Cap Growth Fund - 21,980 shares | Other securities | — | $22K | $1.7M | 9.7% | |
| American Funds American Funds Target Date 2025 Retirement Fund - 111,632 shares | Mutual Funds | — | $112K | $1.7M | 9.5% | |
| American Funds American Funds Target Date 2035 Retirement Fund - 87,690 shares | Mutual Funds | — | $88K | $1.7M | 9.4% | |
| American Funds American Funds Target Date 2050 Retirement Fund - 66,495 shares | Mutual Funds | — | $66K | $1.4M | 7.8% | |
| American Funds American Funds Target Date 2040 Retirement Fund - 58,762 shares | Mutual Funds | — | $59K | $1.2M | 6.8% | |
| American Funds American Funds Target Date 2045 Retirement Fund - 48,159 shares | Mutual Funds | — | $48K | $1.0M | 5.7% | |
| Columbia Diversified Income Fund - 21,274 shares | Other securities | — | $21K | $701K | 4.0% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $613K | $572K | 3.2% | |
| American Funds American Funds Target Date 2055 Retirement Fund - 21,721 shares | Mutual Funds | — | $22K | $566K | 3.2% | |
| Victory Sycamore Established Value Fund - 11,735 shares | Other securities | — | $12K | $539K | 3.0% | |
| Macquarie Systematic Emerging Markets Equity Fund A - 23,652 shares | Other securities | — | $24K | $436K | 2.5% | |
| American Funds American Funds Target Date 2010 Retirement Fund - 36,968 shares | Mutual Funds | — | $37K | $428K | 2.4% | |
| Fidelity Investments Fidelity Advisor Small Cap Growth Fund - 13,457 shares | Mutual Funds | — | $13K | $417K | 2.4% | |
| Fidelity Investments Fidelity Advisor Capital & Income Fund Class A - 20,858 shares | Mutual Funds | — | $21K | $247K | 1.4% | |
| American Funds American Funds Target Date 2020 Retirement Fund - 16,124 shares | Mutual Funds | — | $16K | $216K | 1.2% | |
| PIMCO Income Fund - 12,233 shares | Mutual Funds | — | $12K | $129K | 0.7% | |
| Fidelity Investments Fidelity Advisor Small Cap Value Fund - 5,766 shares | Mutual Funds | — | $6K | $113K | 0.6% | |
| Cohen & Steers Cohen & Steers Real Estate Fund - 6,434 shares | Other securities | — | $6K | $103K | 0.6% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID Cap Fund - 2,613 shares | Other securities | — | $3K | $91K | 0.5% | |
| American Funds American Funds Target Date 2060 Retirement Fund - 4,456 shares | Mutual Funds | — | $4K | $79K | 0.4% | |
| John Hancock John Hancock International Growth R2 Fund - 1,913 shares | Other securities | — | $2K | $51K | 0.3% | |
| American Funds American Funds Target Date 2065 Retirement Fund - 684 shares | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund - 5,583 shares | Mutual Funds | — | $6K | $6K | <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 |
|---|---|---|---|---|---|
| DOPKINS & COMPANY, LLP | 16-0929175 | — | ACCOUNTANT/AUDITOR | $6K | — |
