Anna Nielsen signed ATP Professionals Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATP Professionals Inc.'s EIN is 27-4273249.
Download the official 2024 Form 5500 (PDF) for ATP Professionals Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATP Professionals 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.2M | 19.0% | |
| TROWE PRICE ALLCAP OPPS INV | Registered Investment Companies | — | — | $811K | 12.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $495K | 7.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $488K | 7.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $428K | 6.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $414K | 6.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $329K | 5.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $316K | 5.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $273K | 4.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $258K | 4.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $155K | 2.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $133K | 2.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $123K | 1.9% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $115K | 1.8% | |
| TRP SPECTRUM CONSERV ALLOC 85 REGISTERED INVESTMENT COMPANY DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $105K | 1.7% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $102K | 1.6% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $89K | 1.4% | |
| TRO SPECTRUM MOD ALLOC | Registered Investment Companies | — | — | $86K | 1.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $72K | 1.1% | |
| DODGE&COX INTERNATIONAL STK X | Registered Investment Companies | — | — | $47K | 0.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $43K | 0.7% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $36K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $32K | 0.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $28K | 0.4% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $28K | 0.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $26K | 0.4% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $26K | 0.4% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $26K | 0.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $9K | 0.1% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $6K | 0.1% | |
| TRO SPECTRUM MOD GRTH ALLOC | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $13K |
| — |
