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Original filing (PDF)20251014050834NAL0002135553001
ATS CORPORATION
Form 5500
FILING_RECEIVED
ATS CORPORATION 401K RETIREMENT
401(k) retirement plan
Active participants
1,471
Accounts w/ balance
2,056
Plan assets (EOY)
$175.4M
Net assets (EOY)
$175.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATS CORPORATION.
Plan sponsor
Name
ATS CORPORATION
EIN
31-0882540
Address
7115 GREEN MEADOWS DRIVE · LEWIS CENTER, OH · 43035
Phone
(614) 301-4154
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HBK CPAS & CONSULTANTS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $175K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $80K | — |
Investments
28 direct securities · 2 pooled funds· $159.4M(91% 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.
Registered Investment Companies
$152.4M
28 holdings
Common Collective Trust
$7.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $17.7M | 10.1% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $14.0M | 8.0% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $11.9M | 6.8% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $11.0M | 6.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $10.8M | 6.2% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $9.3M | 5.3% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $8.8M | 5.0% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $8.0M | 4.6% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $7.9M | 4.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $7.0M | 4.0% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $6.1M | 3.4% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $5.3M | 3.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $4.8M | 2.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $4.7M | 2.7% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $4.6M | 2.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $4.4M | 2.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $3.9M | 2.2% | |
| AMERICAN FUNDS EUPAC R6 | Registered Investment Companies | — | — | $3.4M | 2.0% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $3.0M | 1.7% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $2.5M | 1.4% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $2.4M | 1.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $2.0M | 1.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1.9M | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $1.6M | 0.9% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $851K | 0.5% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $809K | 0.5% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $702K | 0.4% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $55K | <0.1% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $14K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |