LORI Casetta signed ATC Management Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATC Management Inc.'s EIN is 39-1999363.
Download the official 2024 Form 5500 (PDF) for ATC Management Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATC Management Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $60K | — |
| AON INVESTMENTS USA INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund 245,616 shares, Equity Mutual Fund | Common Collective Trusts | — | — | $39.6M | 19.2% | |
| Fidelity Freedom 2030 Index Fund 1,005,787 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $20.3M | 9.8% | |
| Fidelity Brokerage Link | Self-Directed Brokerage | — | — | $20.0M | 9.7% | |
| Fidelity Freedom 2035 Index Fund 820,876 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $19.2M | 9.3% | |
| Fidelity Freedom 2040 Index Fund 739,106 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $18.2M | 8.8% | |
| Westfield All Cap Growth Equity CIT Class A 781,668 shares, Collective Investment Trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $12.4M | 6.0% | |
| Fidelity Freedom 2050 Index Fund 326,661 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $8.5M | 4.1% | |
| Fidelity Freedom 2025 Index Fund 431,049 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $8.0M | 3.9% | |
| Dodge & Cox International Stock Fund 158,898 shares, International Mutual Fund | Mutual Funds | — | — | $7.9M | 3.8% | |
| Baird Core Plus Bond Fund 724,121 shares, Income Mutual Fund | Other securities | — | — | $7.2M | 3.5% | |
| Vanguard Federal Money Market Fund 5,075,053 shares, Money Market Fund | Mutual Funds | — | — | $5.1M | 2.5% | |
| Fidelity Total International Index Fund 361,019 shares, International Mutual Fund | Common Collective Trusts | — | — | $4.8M | 2.3% | |
| Fidelity Freedom 2055 Index Fund 210,083 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $4.5M | 2.2% | |
| Fidelity Freedom 2020 Index Fund 255,105 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $4.0M | 1.9% | |
| Fidelity U.S. Bond Index Fund 286,310 shares, Income Mutual Fund | Common Collective Trusts | — | — | $2.9M | 1.4% | |
| Harding Loevner Global Equity Fund 82,115 shares, International Mutual Fund | Other securities | — | — | $2.8M | 1.3% | |
| Fidelity Freedom 2060 Index Fund 105,374 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $1.9M | 0.9% | |
| Fidelity Freedom 2010 Index Fund 84,234 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $1.1M | 0.5% | |
| Fidelity Freedom 2065 Index Fund 70,951 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $1.0M | 0.5% | |
| Fidelity Freedom Index Income Fund 85,093 shares, Income Mutual Fund | Mutual Funds | — | — | $996K | 0.5% | |
| Fidelity Freedom 2015 Index Fund 67,727 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $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- | Bonds / Notes | — | — | $777K | 0.4% | |
| Fidelity Freedom 2070 Index Fund 401 shares, Balanced Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3109431 |
| — |
| INVESTMENT ADVISOR |
| $34K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLEMAN & WILLIAMS LTD | 39-1658905 | — | ACCOUNTANT/AUDITOR | $18K | — |
