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Original filing (PDF)20251014132003NAL0006030546001
EJOT ATF, LP
Form 5500
FILING_RECEIVED
EJOT ATF, LP WELLNESS & SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
319
Accounts w/ balance
351
Plan assets (EOY)
$27.7M
Net assets (EOY)
$27.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
18 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
- 53 bps in Schedule C fees — 83% 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 EJOT ATF, LP.
Plan sponsor
Name
EJOT ATF, LP
EIN
36-3176753
Address
3550 W PRATT AVE · LINCOLNWOOD, IL · 607123745
Phone
(847) 933-8608
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADV | 39-1828175 | — | INVESTMENT ADVISORY | $71K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $77K | — |
Investments
13 direct securities · 5 pooled funds· $27.7M(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
$20.0M
13 holdings
Common Collective Trust
$4.0M
1 holding
Pooled Separate Account
$3.8M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Funds T. Rowe Price Capital Appreciation Fund | — | — | — | $4.4M | 16.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.0M | 14.3% | |
| T. Rowe Price Funds T. Rowe Price All-Cap Opportunities Fund | — | — | — | $3.8M | 13.6% | |
| Pioneer Balanced ESG Y Fund | — | — | — | $2.2M | 7.8% | |
| MFS Intl Diversification R3 FD | — | — | — | $1.9M | 7.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.8M | 6.5% | |
| Baird Core Plus Bond 1 Fund | — | — | — | $1.3M | 4.8% | |
| Vanguard Value Index ADM Fund | — | — | — | $1.2M | 4.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.2M | 4.4% | |
| JPMorgan Equity Inc. Select Fund | — | — | — | $1.2M | 4.4% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $1.0M | 3.8% | |
| 4.25%–9.50%; maturing through 2033 | — | — | — | $845K | 3.0% | |
| Vanguard Inflation-Protected Securities Adm Fund | — | — | — | $743K | 2.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $551K | 2.0% | |
| BNY Mellon BNY Mellon Natural Resources A Fund | — | — | — | $492K | 1.8% | |
| PIMCO Funds PIMCO Income Institutional Fd | — | — | — | $453K | 1.6% | |
| American Funds American Funds New World R4 Fund | — | — | — | $305K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $188K | 0.7% |
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