ROSA Torres signed ATA Engineering Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATA Engineering Inc.'s EIN is 33-0900801.
Download the official 2024 Form 5500 (PDF) for ATA Engineering Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATA Engineering Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $188 | — |
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.
| PI | % 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 - | Other securities | — | — | $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 - | Common Collective Trusts | — | — | $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 - | Self-Directed Brokerage | — | — | $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 - | Other securities | — | — | $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 - | Common Collective Trusts | — | — | $2.1M | 2.6% | |
| JP Morgan U.S. Equity Fund - | Other securities | — | — | $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 - | Other securities | — | — | $1.3M | 1.6% | |
| T. Rowe Price Columbia Global Technology Growth Fund - | Other securities | — | — | $1.3M | 1.6% | |
| T. Rowe Price Mid-Cap Value Fund - | Other securities | — | — | $1.2M | 1.5% | |
| Fidelity Intermediate Treasury Bond Index - | U.S. Treasuries | — | — | $1.0M | 1.3% | |
| T. Rowe Price Equity Income Fund - | Other securities | — | — | $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 - | Other securities | — | — | $841K | 1.1% | |
| Invesco Gold & Spec Mnrl A - | Mutual Funds | — | — | $767K | 1.0% | |
| T. Rowe Price Ext Equity Market Index Fund - | Common Collective Trusts | — | — | $665K | 0.8% | |
| Fidelity International Index Fund - | Common Collective Trusts | — | — | $614K | 0.8% | |
| Fidelity Real Estate Index Fund - | Common Collective Trusts | — | — | $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 - | Other securities | — | — | $453K | 0.6% | |
| Fidelity Total Bond Fund - | Mutual Funds | — | — | $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 - | Mutual Funds | — | — | $235K | 0.3% | |
| maturities vary. - 0 - | Other securities | — | — | $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 - | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
