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Original filing (PDF)20250926102407NAL0003947091001
ADVANCED ATOMIZATION TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
ADVANCED ATOMIZATION TECHNOLOGIES SAVINGS PLAN
401(k) retirement plan
Signals · 1
12% employer stock
Active participants
342
Accounts w/ balance
424
Plan assets (EOY)
$47.2M
Net assets (EOY)
$47.2M
How this plan invests
This plan
1 pooled trust
Schedule D
43 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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 12% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED ATOMIZATION TECHNOLOGIES, LLC.
Plan sponsor
Name
ADVANCED ATOMIZATION TECHNOLOGIES, LLC
EIN
35-2455703
Address
124 COLUMBIA ST. · CLYDE, NY · 14433
Phone
(315) 923-2311
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
2025-09-26
Pension benefit codes
3I · Requires investment in employer securities
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
STOKES, VISCA, HUCKO & BARONE, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORTE CAPITAL LLC | 16-1507924 | — | ADVISOR | $59K | — |
Investments
43 direct securities · 1 pooled fund· $47.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$46.3M
43 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $6.5M | 13.8% | |
| Parker-Hannifin Corporation Common Stock Fund | — | — | — | $5.4M | 11.5% | |
| Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $4.5M | 9.4% | |
| Vanguard Target Retirement 2030 Fund Investor Shares | — | — | — | $4.4M | 9.3% | |
| Vanguard Target Retirement 2025 Fund Investor Shares | — | — | — | $3.5M | 7.5% | |
| Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $3.3M | 7.1% | |
| Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $2.6M | 5.5% | |
| Vanguard Target Retirement 2045 Fund Investor Shares | — | — | — | $2.2M | 4.7% | |
| Vanguard Target Retirement 2055 Fund Investor Shares | — | — | — | $1.8M | 3.7% | |
| Mellon Stable Value Fund | — | — | — | $1.5M | 3.2% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $1.4M | 3.0% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $935K | 2.0% | |
| from January 2025 through July 2031 | — | — | — | $899K | 1.9% | |
| Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $856K | 1.8% | |
| Vanguard Target Retirement Income Fund Investor Shares | — | — | — | $812K | 1.7% | |
| Fidelity Extended Market Index Fund | — | — | — | $806K | 1.7% | |
| Janus Henderson Trition Fund Class N | — | — | — | $690K | 1.5% | |
| Bank New York Mellon Intl Stock I | — | — | — | $685K | 1.4% | |
| DoubleLine Total Return Bond Fund Class I | — | — | — | $676K | 1.4% | |
| AS SPL Mid Cap Val R6 | — | — | — | $545K | 1.2% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $518K | 1.1% | |
| EV AV Focused Growth I | — | — | — | $495K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Investor Shares | — | — | — | $333K | 0.7% | |
| Pimco Real Return Inst | — | — | — | $329K | 0.7% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $298K | 0.6% | |
| Janus Henderson Enterprise Fund Class N | — | — | — | $217K | 0.5% | |
| Columbia Dividend Income Fund Institutional 3 Class | — | — | — | $208K | 0.4% | |
| Vanguard Small Cap Index Adm | — | — | — | $178K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Investor Shares | — | — | — | $149K | 0.3% | |
| Fidelity Government Cash Reserves | — | — | — | $111K | 0.2% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $106K | 0.2% | |
| Vanguard Small Cap Growth Index Fund Admiral Shares | — | — | — | $102K | 0.2% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $96K | 0.2% | |
| Vanguard Mid Cap Growth Index Adm | — | — | — | $83K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | — | — | — | $79K | 0.2% | |
| Vanguard Mid Cap Value Index Fund Admiral Shares | — | — | — | $78K | 0.2% | |
| C&S Realty Shares Z | — | — | — | $55K | 0.1% | |
| WCM Foc Emerging Market IS | — | — | — | $46K | <0.1% | |
| Applied Finance Explorer Fund Institutional Shares | — | — | — | $41K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares 948 Guggenheim Macro Opportunities Fund Class R6 | — | — | — | $39K | <0.1% | |
| PIMCO Investment Grade Credit Bond Fund Institutional Class | — | — | — | $28K | <0.1% | |
| Baird Ult Sht Bd IS | — | — | — | $21K | <0.1% | |
| GS Intl Small Cap Ins R6 | — | — | — | $9K | <0.1% | |
| T. Rowe Price Floating Rate Adv Fund | — | — | — | $5K | <0.1% |