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Original filing (PDF)20251223112122NAL0017673776001
ATTC MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
ATTC MANUFACTURING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
571
Accounts w/ balance
901
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — 153% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATTC MANUFACTURING, INC..
Plan sponsor
Name
ATTC MANUFACTURING, INC.
EIN
35-2122103
Address
10455 STATE ROAD 37 · TELL CITY, IN · 47586
Phone
(812) 547-5060
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-23
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $73K | — |
| FORVIS MAZARS LLP | — | CHARLOTTE, NC | NONE | $34K | — |
| MORGAN STANLEY GLOBAL | — | BALTIMORE, MD | NONE | $16K | — |
Investments
30 direct securities · 1 pooled fund· $16.8M(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.
Uncategorized
$14.9M
30 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND M GALLIARD CAPITAL MNGT · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1.8M | 10.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.3M | 7.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.2M | 6.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.1M | 6.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.1M | 6.3% | |
| Oakmark Investor Oakmark 0 | — | — | — | $1.0M | 6.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $888K | 5.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $830K | 5.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $791K | 4.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $789K | 4.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $782K | 4.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $696K | 4.2% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $681K | 4.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $640K | 3.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $566K | 3.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $425K | 2.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $415K | 2.5% | |
| Virtus Focused Growth R6 Virtus 0 | — | — | — | $394K | 2.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $310K | 1.9% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $212K | 1.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $209K | 1.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $163K | 1.0% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $93K | 0.6% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $92K | 0.6% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $73K | 0.4% | |
| Goldman Sachs Small/Mid Cap Growth R6 Goldman Sachs 0 | — | — | — | $72K | 0.4% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $54K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $28K | 0.2% | |
| Guggenheim High Yield Fund Inst Guggenheim 0 | — | — | — | $27K | 0.2% | |
| Virtus SGA Emerging Markets Equity R6 Virtus 0 | — | — | — | $5K | <0.1% | |
| American Eupac R6 American 0 | — | — | — | $4K | <0.1% |