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Original filing (PDF)20250912162835NAL0000915827001
ATECH LOGISTICS INC.
Form 5500
FILING_RECEIVED
ATECH LOGISTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
226
Accounts w/ balance
173
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
26 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATECH LOGISTICS INC..
Plan sponsor
Name
ATECH LOGISTICS INC.
EIN
46-0489024
Address
PO BOX 6836 · SANTA ROSA, CA · 95406
Phone
(707) 595-3597
Industry
Transportation & Warehousingsee 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
2025-09-12
Pension benefit codes
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $20K | — |
Investments
26 direct securities· $6.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.1M | 17.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $667K | 10.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $505K | 8.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $498K | 7.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $439K | 6.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $400K | 6.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $384K | 6.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $358K | 5.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $301K | 4.8% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $273K | 4.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $239K | 3.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $226K | 3.6% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $194K | 3.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $182K | 2.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $163K | 2.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $70K | 1.1% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $43K | 0.7% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $38K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $33K | 0.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $22K | 0.3% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $21K | 0.3% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $15K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $10K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $6K | <0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $3K | <0.1% |
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