Andrew Wilhite signed Atreca, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atreca, Inc.'s EIN is 27-3723255.
Download the official 2022 Form 5500 (PDF) for Atreca, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Atreca, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/A | Common Collective Trusts | — | — | $996K | 13.0% | |
| American Funds 2055 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $753K | 9.9% | |
| American Funds 2035 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $641K | 8.4% | |
| American Funds 2050 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $573K | 7.5% | |
| American Funds 2060 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $399K | 5.2% | |
| American Funds 2045 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $391K | 5.1% | |
| American Funds New Perspective R6 N/A | Mutual Funds | — | — | $388K | 5.1% | |
| American Funds 2030 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $341K | 4.5% | |
| Fidelity International Index N/A | Mutual Funds | — | — | $326K | 4.3% | |
| American Funds 2040 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $302K | 4.0% | |
| Fidelity Mid Cap Index N/A | Mutual Funds | — | — | $281K | 3.7% | |
| Putnam Large Cap Value R6 N/A | Mutual Funds | — | — | $281K | 3.7% | |
| Fidelity Small Cap Index N/A | Mutual Funds | — | — | $277K | 3.6% | |
| fund, at * contract value | Insurance Contracts | — | — | $198K | 2.6% | |
| American Funds Bond Fund of Amer R6 N/A | Mutual Funds | — | — | $190K | 2.5% | |
| American Century Mid Cap Value R6 N/A | Other securities | — | — | $174K | 2.3% | |
| T. Rowe Price Blue Chip Growth I N/A | Other securities | — | — | $171K | 2.2% | |
| JP Morgan Mid Cap Growth R6 N/A | Other securities | — | — | $154K | 2.0% | |
| American Funds 2025 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $132K | 1.7% | |
| PIMCO RAE PLUS Small Instl N/A | Mutual Funds | — | — | $87K | 1.1% | |
| ClearBridge International Growth IS N/A | Other securities | — | — | $83K | 1.1% | |
| iShares MSCI Total International Index K N/A | Other securities | — | — | $75K | 1.0% | |
| JP Morgan US Equity R6 N/A | Other securities | — | — | $69K | 0.9% | |
| Mirova Global Sustainable Equity N N/A | Other securities | — | — | $61K | 0.8% | |
| Fidelity Intermediate Treasury Bond Idx N/A | U.S. Treasuries | — | — | $59K | 0.8% | |
| Fraklin Real Estate Securities R6 N/A | Other securities | — | — | $57K | 0.7% | |
| ClearBridge Small Cap Growth IS N/A | Other securities | — | — | $35K | 0.5% | |
| MFS Blended Research Mid Cap Eq R6 N/A | Mutual Funds | — | — | $30K | 0.4% | |
| American Funds 2015 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $16K | 0.2% | |
| American Funds Corporate Bond R6 N/A | Mutual Funds | — | — | $15K | 0.2% | |
| Janus Hunderson Global Tech Innovation N N/A | Mutual Funds | — | — | $14K | 0.2% | |
| T. Rowe Price Financial Services I N/A | Other securities | — | — | $11K | 0.1% | |
| BlackRock Advantage Small Cap Core K N/A | Other securities | — | — | $10K | 0.1% | |
| American Funds 2065 Trgt Date Retire R6 N/A | Mutual Funds | — | — | $10K | 0.1% | |
| BlackRock Sustainable Adv Lrg Cap Core K N/A | Other securities | — | — | $4K | <0.1% | |
| T. Rowe Price New Era I N/A | Other securities | — | — | $3K | <0.1% | |
| American Funds SMALLCAP World R6 N/A | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $8K |
| — |
