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Original filing (PDF)20250923111112NAL0007901619001
ADVANCED TECHNOLOGY SERVICES, INC.
Form 5500
FILING_RECEIVED
ADVANCED TECHNOLOGY SERVICES, INC. 401(K) PSP
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,062
Accounts w/ balance
3,281
Plan assets (EOY)
$205.1M
Net assets (EOY)
$205.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED TECHNOLOGY SERVICES, INC..
Plan sponsor
Name
ADVANCED TECHNOLOGY SERVICES, INC.
EIN
26-1499204
Address
8201 NORTH UNIVERSITY STREET · PEORIA, IL · 61615
Phone
(309) 693-4022
Industry
Other Services (ex. Public Admin)see 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
2025-09-23
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $217K | — |
| RSM US LLP. | — | CHICAGO, IL | NONE | $28K | — |
| GREATBANC TRUST COMPANY | 36-3681493 | — | NONE | $20K | — |
| STOUT RISIUS ROSS, LLC. | — | CHICAGO, IL | NONE | $20K | — |
Investments
30 direct securities · 1 pooled fund· $201.6M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$195.7M
30 holdings
Common Collective Trust
$6.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Capital Apprec Inv T. Rowe Price 0 | — | — | — | $24.9M | 12.2% | |
| ATS Company Stock ATS 0 | — | — | — | $17.4M | 8.5% | |
| MFS Growth A MFS 0 | — | — | — | $17.3M | 8.4% | |
| Nuveen Lifecycle Index 2035 Premier Nuveen 0 | — | — | — | $14.7M | 7.1% | |
| Nuveen Lifecycle Index 2030 Premier Nuveen 0 | — | — | — | $14.2M | 6.9% | |
| Nuveen Lifecycle Index 2045 Premier Nuveen 0 | — | — | — | $12.6M | 6.2% | |
| Nuveen Lifecycle Index 2050 Premier Nuveen 0 | — | — | — | $11.6M | 5.6% | |
| Nuveen Lifecycle Index 2040 Premier Nuveen 0 | — | — | — | $11.3M | 5.5% | |
| JPMorgan Equity Income R5 JP Morgan 0 | — | — | — | $9.5M | 4.6% | |
| Nuveen Lifecycle Index 2025 Premier Nuveen 0 | — | — | — | $9.3M | 4.5% | |
| AB Small Cap Growth Portfolio I Alliance Bernstein 0 | — | — | — | $6.9M | 3.4% | |
| Columbia Large Cap Index I Columbia 0 | — | — | — | $6.0M | 2.9% | |
| CL) PUTNAM STABLE VALUE FUND 35 BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 273 | Common Collective Trust | — | — | $6.0M | 2.9% | |
| Nuveen Lifecycle Index 2055 Premier Nuveen 0 | — | — | — | $5.3M | 2.6% | |
| MFS International Growth R4 MFS 0 | — | — | — | $5.0M | 2.4% | |
| Victory Sycamore Established Value A Victory 0 | — | — | — | $4.8M | 2.3% | |
| Nuveen Lifecycle Index 2060 Premier Nuveen 0 | — | — | — | $4.7M | 2.3% | |
| Nuveen Lifecycle Index 2020 Premier Nuveen 0 | — | — | — | $4.2M | 2.1% | |
| Janus Henderson Enterprise A Janus Henderson 0 | — | — | — | $3.7M | 1.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $3.2M | 1.6% | |
| BlackRock Total Return Inv A BlackRock 0 | — | — | — | $2.5M | 1.2% | |
| Undiscovered Mgrs Behavioral Val R5 Undiscovered 0 | — | — | — | $1.9M | 0.9% | |
| Nuveen Lifecycle Index 2015 Premier Nuveen 0 | — | — | — | $1.5M | 0.7% | |
| (CL) Hartford Schroders Intl Mlti-Cp Vl Hartford 0 | — | — | — | $917K | 0.4% | |
| PGIM High Yield CL A PGIM 0 | — | — | — | $647K | 0.3% | |
| Principal Real Estate Securities Instl Principal 0 | — | — | — | $476K | 0.2% | |
| PIMCO Income A PIMCO 0 | — | — | — | $404K | 0.2% | |
| DFA Inflation-Protected Sec Port I DFA 0 | — | — | — | $239K | 0.1% | |
| Nuveen Lifecycle Index 2010 Premier Nuveen 0 | — | — | — | $210K | 0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $79K | <0.1% | |
| Nuveen Lifecycle Index Retire Inc Prem Nuveen 0 | — | — | — | $49K | <0.1% |