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Original filing (PDF)20251219082722NAL0003303299001
ADVANCED TESTING LABORATORY, INC.
Form 5500
FILING_RECEIVED
ADVANCED TESTING LABORATORY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 1.1 mo26% in single holdingNo recordkeeper disclosed
Active participants
589
Accounts w/ balance
625
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
96
Concentration risk
87
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
- Top holding "Large Cp Value I1" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED TESTING LABORATORY, INC..
Plan sponsor
Name
ADVANCED TESTING LABORATORY, INC.
EIN
31-1217849
Address
6954 CORNELL RD STE 200 · CINCINNATI, OH · 45242
Phone
(513) 489-8447
Industry
Professional & Technical Servicessee 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
2025-12-19
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
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
12 direct securities · 4 pooled funds· $8.0M(90% 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
$4.6M
12 holdings
Common Collective Trust
$3.4M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.1M | 23.2% | |
| Fid 500 Index | — | — | — | $2.0M | 22.0% | |
| Vang Intm Bd Idx Adm | — | — | — | $935K | 10.5% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $727K | 8.2% | |
| Fid Intl Index | — | — | — | $528K | 5.9% | |
| INTL GR II FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $476K | 5.3% | |
| Pim Re Real Ret Inst | — | — | — | $318K | 3.6% | |
| Fid Mid Cap Idx | — | — | — | $304K | 3.4% | |
| Blkrk Emerging Mkt K | — | — | — | $172K | 1.9% | |
| Fid Growth Strat K6 | — | — | — | $144K | 1.6% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $138K | 1.5% | |
| Notes receivable from particpants (4.25%-9.50%) | — | — | — | $97K | 1.1% | |
| Fid Govt Mmkt K6 | — | — | — | $93K | 1.0% | |
| (CL)JPMorgan Equity Income R6 | — | — | — | $55K | 0.6% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $11K | 0.1% | |
| DFA Emerging Markets Portfolio Inst | — | — | — | $2K | <0.1% |