Back to filter
Original filing (PDF)20251013115820NAL0001881408001
ATA ENGINEERING INC.
Form 5500
FILING_RECEIVED
ATA ENGINEERING, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
223
Accounts w/ balance
252
Plan assets (EOY)
$80.0M
Net assets (EOY)
$80.0M
How this plan invests
This plan
15 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATA ENGINEERING INC..
Plan sponsor
Name
ATA ENGINEERING INC.
EIN
33-0900801
Address
13290 EVENING CREEK DRIVE SOUTH · SAN DIEGO, CA · 92128
Phone
(858) 480-2000
Industry
Engineering Services· 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
2025-10-13
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LAVINE LOFGREN MORRIS&ENGELBERG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $44K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $188 | — |
Investments
21 direct securities · 15 pooled funds· $80.0M(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.
Common Collective Trust
$48.7M
15 holdings
Uncategorized
$31.3M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP EQUITY INDEX TRUST CL A T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $9.9M | 12.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $8.1M | 10.2% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.9M | 8.6% | |
| T. Rowe Price Mid-Cap Growth Fund - | — | — | — | $6.2M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.0M | 7.5% | |
| Vanguard Info Tech Index Fund - | — | — | — | $4.2M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.8M | 4.7% | |
| Charles Schwab Self-directed brokerage accounts - | — | — | — | $3.2M | 4.0% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.1M | 3.8% | |
| JP Morgan Large Cap Growth Fund - | — | — | — | $2.9M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.8% | |
| Fidelity Small Cap Index Fund - | — | — | — | $2.1M | 2.6% | |
| JP Morgan U.S. Equity Fund - | — | — | — | $2.0M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| T. Rowe Price International Stock Fund - | — | — | — | $1.3M | 1.6% | |
| T. Rowe Price Columbia Global Technology Growth Fund - | — | — | — | $1.3M | 1.6% | |
| T. Rowe Price Mid-Cap Value Fund - | — | — | — | $1.2M | 1.5% | |
| Fidelity Intermediate Treasury Bond Index - | — | — | — | $1.0M | 1.3% | |
| T. Rowe Price Equity Income Fund - | — | — | — | $1.0M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $942K | 1.2% | |
| T. Rowe Price Spectrum Income Fund - | — | — | — | $841K | 1.1% | |
| Invesco Gold & Spec Mnrl A - | — | — | — | $767K | 1.0% | |
| T. Rowe Price Ext Equity Market Index Fund - | — | — | — | $665K | 0.8% | |
| Fidelity International Index Fund - | — | — | — | $614K | 0.8% | |
| Fidelity Real Estate Index Fund - | — | — | — | $604K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $508K | 0.6% | |
| T. Rowe Price High Yield Bond Fund - | — | — | — | $453K | 0.6% | |
| Fidelity Total Bond Fund - | — | — | — | $438K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $424K | 0.5% | |
| American Funds New World Fund - | — | — | — | $235K | 0.3% | |
| maturities vary. - 0 - | — | — | — | $137K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $130K | 0.2% | |
| T. Rowe Price U.S. Treasury Money Fund - | — | — | — | $37K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% |
Related plans
Other plans using T ROWE PRICE RPS INC
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
MANUFACTURERS AND TRADERS TRUST CO.
M & T BANK CORPORATION RETIREMENT SAVINGS PLAN
$5.2B · 22,296 participants
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
CACI INTERNATIONAL, INC.
THE CACI SMART PLAN
$3.9B · 23,471 participants
Similar-size Engineering Services plans
AYRES ASSOCIATES INC.
AYRES ASSOCIATES, INC. 401K PLAN
$80.3M · 392 participants
EXCEL ENGINEERING, INC.
EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN
$80.5M · 327 participants
S&ME, INC.
S&ME, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$79.6M · 899 participants
AVIATION SYSTEMS ENGINEERING COMPANY, INC.
AVIATION SYSTEMS ENGINEERING COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST
$80.5M · 530 participants
DELVE HOLDINGS, INC.
DELVE HOLDINGS, INC. 401(K) PLAN
$79.4M · 239 participants
E-TECHNOLOGIES GROUP, INC.
E-TECH 401(K) PLAN
$79.3M · 574 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B