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Original filing (PDF)20251015151011NAL0010297170001
ATLANTIC TRACTOR, LLC
Form 5500
FILING_RECEIVED
THE ATLANTIC TRACTOR, LLC 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
372
Accounts w/ balance
491
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTIC TRACTOR, LLC.
Plan sponsor
Name
ATLANTIC TRACTOR, LLC
EIN
20-1610420
Address
621 MORGNEC ROAD · CHESTERTOWN, MD · 21620
Phone
(410) 778-3434
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKS & COMPANY, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $48K | — |
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | — | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS INVESTMENT CORP | 84-4383499 | OVERLAND PARK, KS | INVESTMENT ADVISOR | $47K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX FAVORED BENEFITS, INC. | — | OVERLAND PARK, KS | CONTRACT ADMIN | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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