Brian Dolan signed ATG Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATG Management Services, Inc.'s EIN is 20-5510626.
Download the official 2024 Form 5500 (PDF) for ATG Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATG Management Services, 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 |
|---|---|---|---|---|---|
| CORRELL CO | 36-3492086 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL RENAISSANCE | 36-4252023 | — | ADVISOR | $31K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Fund | Mutual Funds | — | — | $948K | 18.0% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $615K | 11.7% | |
| American Funds American Funds 2045 Target Date Fund | Mutual Funds | — | — | $583K | 11.1% | |
| American Funds American Funds 2040 Target Date Fund | Mutual Funds | — | — | $499K | 9.5% | |
| American Funds American Funds 2060 Target Date Fund | Mutual Funds | — | — | $470K | 8.9% | |
| American Funds American Funds 2035 Target Date Fund | Mutual Funds | — | — | $465K | 8.8% | |
| American Funds American Funds 2020 Target Date Fund | Mutual Funds | — | — | $281K | 5.3% | |
| American Funds American Funds 2025 Target Date Fund | Mutual Funds | — | — | $258K | 4.9% | |
| American Funds American Funds 2050 Target Date Fund | Mutual Funds | — | — | $252K | 4.8% | |
| Participants Notes receivable from participants (interest rates from | Other securities | — | — | $235K | 4.5% | |
| Participant loans Participant Loans - 4.25% - 9.5% | Bonds / Notes | — | — | $235K | 4.5% | |
| JPMorgan US GARP Equity Fund | Other securities | — | — | $130K | 2.5% | |
| Columbia Threadneedle Columbia Large Cap Index Fund | Common Collective Trusts | — | — | $101K | 1.9% | |
| American Funds American Funds American Mutual Fund | Mutual Funds | — | — | $94K | 1.8% | |
| American Funds American Funds 2055 Target Date Fund | Mutual Funds | — | — | $93K | 1.8% | |
| Principal Funds Principal International Equity Index Fund | Common Collective Trusts | — | — | $66K | 1.3% | |
| JPMorgan Small Cap Growth Fund | Other securities | — | — | $51K | 1.0% | |
| GREAT GRAY CIT III FOR METLIFE GROU GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 009 | Common Collective Trust | — | — | $39K | 0.7% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $31K | 0.6% | |
| American Funds American Funds Europacific Growth Fund | Mutual Funds | — | — | $22K | 0.4% | |
| American Funds American Funds Fundamental Investors Fund | Mutual Funds | — | — | $15K | 0.3% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $8K | 0.1% | |
| American Funds American Funds Balanced Fund | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds American Funds 2015 Target Date Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Non-Interest-Bearing Cash Matrix Trust Company Cash | Cash / Money Market | — | — | $1K | <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 |
|---|---|---|---|---|---|
| CASSELL PLAN AUDITS | 46-2966358 | — | AUDIT | $9K | — |
