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Original filing (PDF)20250923062036NAL0008791122001
ADVANCED TECHNOLOGY HOLDING, LLC
Form 5500
FILING_RECEIVED
ATH RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
31 service providers
Active participants
495
Accounts w/ balance
934
Plan assets (EOY)
$325.4M
Net assets (EOY)
$325.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED TECHNOLOGY HOLDING, LLC.
Plan sponsor
Name
ADVANCED TECHNOLOGY HOLDING, LLC
EIN
26-4662192
Address
11111 SUNSET HILLS RD, SUITE 130 · RESTON, VA · 20190
Phone
(703) 453-7700
Industry
Information / Tech / Mediasee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
31 rowsRecordkeeper
31| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN RECORDKEEPER | $107K | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
| VANGUARD GROUP, INC. | 23-1945930 | — | PLAN TRUSTEE/RECORDKEEPE | $0 | — |
Investments
37 direct securities · 13 pooled funds· $490.9M(100% of reported assets)
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.
Uncategorized
$293.2M
37 holdings
Common Collective Trust
$197.7M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Company | — | — | — | $49.3M | 15.1% | |
| VFTC TARGET RET 2035 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $49.3M | 15.1% | |
| Vanguard Fiduciary Trust Company | — | — | — | $45.3M | 13.9% | |
| VFTC TARGET RET 2025 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $45.3M | 13.9% | |
| Vanguard Fiduciary Trust Company | — | — | — | $27.6M | 8.5% | |
| VFTC TARGET RET 2045 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $27.6M | 8.5% | |
| Vanguard Fiduciary Trust Company | — | — | — | $20.2M | 6.2% | |
| VFTC TARGET RET 2030 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $20.2M | 6.2% | |
| Vanguard Group, Inc. | — | — | — | $18.9M | 5.8% | |
| VFTC TARGET RET. INCOME TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $14.8M | 4.5% | |
| Vanguard Group, Inc. | — | — | — | $14.1M | 4.3% | |
| Vanguard Fiduciary Trust Company | — | — | — | $13.5M | 4.1% | |
| VFTC TARGET RET 2040 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $13.5M | 4.1% | |
| Vanguard Group, Inc. | — | — | — | $12.8M | 3.9% | |
| Vanguard Fiduciary Trust Company | — | — | — | $10.8M | 3.3% | |
| VFTC TARGET RET 2020 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $10.8M | 3.3% | |
| Vanguard Fiduciary Trust Company | — | — | — | $10.0M | 3.1% | |
| VFTC TARGET RET 2050 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $10.0M | 3.1% | |
| Vanguard Group, Inc. | — | — | — | $9.5M | 2.9% | |
| Vanguard Group, Inc. | — | — | — | $6.4M | 2.0% | |
| Vanguard Group, Inc. | — | — | — | $5.4M | 1.6% | |
| Fidelity Investments | — | — | — | $4.4M | 1.3% | |
| Vanguard Group, Inc. | — | — | — | $4.3M | 1.3% | |
| Vanguard Group, Inc. | — | — | — | $4.1M | 1.2% | |
| Vanguard Group, Inc. | — | — | — | $3.9M | 1.2% | |
| VFTC TARGET RET 2055 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.1% | |
| Vanguard Group, Inc. | — | — | — | $3.4M | 1.1% | |
| Vanguard Group, Inc. | — | — | — | $3.2M | 1.0% | |
| Vanguard Group, Inc. | — | — | — | $2.6M | 0.8% | |
| Vanguard Group, Inc. | — | — | — | $2.3M | 0.7% | |
| Vanguard Group, Inc. | — | — | — | $2.1M | 0.6% | |
| Vanguard Group, Inc. | — | — | — | $2.1M | 0.6% | |
| VFTC TARGET RET 2060 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| Vanguard Group, Inc. | — | — | — | $1.8M | 0.5% | |
| Vanguard Group, Inc. | — | — | — | $1.7M | 0.5% | |
| Vanguard Group, Inc. | — | — | — | $1.6M | 0.5% | |
| Vanguard Group, Inc. | — | — | — | $1.6M | 0.5% | |
| Vanguard Group, Inc. | — | — | — | $1.5M | 0.5% | |
| Vanguard Group, Inc. | — | — | — | $1.3M | 0.4% | |
| Vanguard Group, Inc. | — | — | — | $1.3M | 0.4% | |
| Vanguard Group, Inc. | — | — | — | $1.2M | 0.4% | |
| Vanguard Group, Inc. | — | — | — | $1.1M | 0.3% | |
| Vanguard Group, Inc. | — | — | — | $986K | 0.3% | |
| Vanguard Group, Inc. | — | — | — | $836K | 0.3% | |
| Vanguard Group, Inc. | — | — | — | $823K | 0.3% | |
| Vanguard Group, Inc. | — | — | — | $724K | 0.2% | |
| Vanguard Group, Inc. | — | — | — | $608K | 0.2% | |
| VFTC TARGET RET 2065 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $455K | 0.1% | |
| VFTC TARGET RET 2070 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $98K | <0.1% | |
| VFTC TRGT RET INC AND GROWTH TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6429754 / PN 001 | Common Collective Trust | — | — | $76K | <0.1% |
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