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Original filing (PDF)20250929143419NAL0015337747001
ATC MANAGEMENT INC
Form 5500
FILING_RECEIVED
ATC 401(K) PLAN
401(k) retirement plan
Active participants
587
Accounts w/ balance
686
Plan assets (EOY)
$206.4M
Net assets (EOY)
$206.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATC MANAGEMENT INC.
Plan sponsor
Name
ATC MANAGEMENT INC
EIN
39-1999363
Address
PO BOX 47 · WAUKESHA, WI · 53187
Phone
(262) 506-6700
Industry
Utilitiessee 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
2025-09-29
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
COLEMAN & WILLIAMS LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $60K | — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | INVESTMENT ADVISOR | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLEMAN & WILLIAMS LTD | 39-1658905 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
24 direct securities · 1 pooled fund· $219.9M(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
$206.1M
24 holdings
Common Collective Trust
$13.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund 245,616 shares, Equity Mutual Fund | — | — | — | $39.6M | 19.2% | |
| Fidelity Freedom 2030 Index Fund 1,005,787 shares, Balanced Mutual Fund | — | — | — | $20.3M | 9.8% | |
| Fidelity Brokerage Link | — | — | — | $20.0M | 9.7% | |
| Fidelity Freedom 2035 Index Fund 820,876 shares, Balanced Mutual Fund | — | — | — | $19.2M | 9.3% | |
| Fidelity Freedom 2040 Index Fund 739,106 shares, Balanced Mutual Fund | — | — | — | $18.2M | 8.8% | |
| Westfield All Cap Growth Equity CIT Class A 781,668 shares, Collective Investment Trust | — | — | — | $13.8M | 6.7% | |
| WFLD GR OPPS CIT COMERICA BANK EXIT, N.A. · EIN 88-6288280 / PN 001 | Common Collective Trust | — | — | $13.8M | 6.7% | |
| Fidelity Freedom 2045 Index Fund 480,006 shares, Balanced Mutual Fund | — | — | — | $12.4M | 6.0% | |
| Fidelity Freedom 2050 Index Fund 326,661 shares, Balanced Mutual Fund | — | — | — | $8.5M | 4.1% | |
| Fidelity Freedom 2025 Index Fund 431,049 shares, Balanced Mutual Fund | — | — | — | $8.0M | 3.9% | |
| Dodge & Cox International Stock Fund 158,898 shares, International Mutual Fund | — | — | — | $7.9M | 3.8% | |
| Baird Core Plus Bond Fund 724,121 shares, Income Mutual Fund | — | — | — | $7.2M | 3.5% | |
| Vanguard Federal Money Market Fund 5,075,053 shares, Money Market Fund | — | — | — | $5.1M | 2.5% | |
| Fidelity Total International Index Fund 361,019 shares, International Mutual Fund | — | — | — | $4.8M | 2.3% | |
| Fidelity Freedom 2055 Index Fund 210,083 shares, Balanced Mutual Fund | — | — | — | $4.5M | 2.2% | |
| Fidelity Freedom 2020 Index Fund 255,105 shares, Balanced Mutual Fund | — | — | — | $4.0M | 1.9% | |
| Fidelity U.S. Bond Index Fund 286,310 shares, Income Mutual Fund | — | — | — | $2.9M | 1.4% | |
| Harding Loevner Global Equity Fund 82,115 shares, International Mutual Fund | — | — | — | $2.8M | 1.3% | |
| Fidelity Freedom 2060 Index Fund 105,374 shares, Balanced Mutual Fund | — | — | — | $1.9M | 0.9% | |
| Fidelity Freedom 2010 Index Fund 84,234 shares, Balanced Mutual Fund | — | — | — | $1.1M | 0.5% | |
| Fidelity Freedom 2065 Index Fund 70,951 shares, Balanced Mutual Fund | — | — | — | $1.0M | 0.5% | |
| Fidelity Freedom Index Income Fund 85,093 shares, Income Mutual Fund | — | — | — | $996K | 0.5% | |
| Fidelity Freedom 2015 Index Fund 67,727 shares, Balanced Mutual Fund | — | — | — | $965K | 0.5% | |
| Participant loans Notes receivable from participants, maturing at various dates from 2024 to 2034, with interest ranging from 5.25% - 10.50% $-0- | — | — | — | $777K | 0.4% | |
| Fidelity Freedom 2070 Index Fund 401 shares, Balanced Mutual Fund | — | — | — | $4K | <0.1% |