SUE Newman signed American Trailer World Corp. DBA ATW's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Trailer World Corp. DBA ATW's EIN is 47-5665675.
Download the official 2024 Form 5500 (PDF) for American Trailer World Corp. DBA ATW from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Trailer World Corp. DBA ATW's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $40K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTN RET ADV 2035 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $6.0M | 12.4% | |
| PUTN RET ADV 2030 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $5.5M | 11.3% | |
| PUTN RET ADV 2045 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $4.5M | 9.4% | |
| Fidelity FID 500 INDEX N/A | Common Collective Trusts | — | — | $4.4M | 9.1% | |
| PUTN RET ADV 2050 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $3.9M | 8.1% | |
| PUTN RET ADV 2040 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $3.8M | 7.9% | |
| PUTN RET ADV 2025 X PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 26-1384346 / PN 263 | Common Collective Trust | — | — | $3.4M | 7.0% | |
| PUTN RET ADV 2055 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $2.4M | 5.0% | |
| PUTN RET ADV 2060 X PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $2.0M | 4.1% | |
| PUTN RET ADV MAT X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $2.0M | 4.1% | |
| JP Morgan JPM LG CAP GROWTH R6 N/A | Other securities | — | — | $1.9M | 3.9% | |
| through January 2030 | Other securities | — | — | $1.3M | 2.6% | |
| Fidelity FID GOVT MMKT N/A 334 Sdba Accounts Mutual funds N/A | Mutual Funds | — | — | $1.2M | 2.4% | |
| Dodge & Cox DODGE & COX STOCK I N/A | Mutual Funds | — | — | $1.1M | 2.3% | |
| Fidelity FID TOTAL BOND K6 N/A | Mutual Funds | — | — | $991K | 2.0% | |
| Hood River HOOD RIVER SMCP GR I N/A | Other securities | — | — | $874K | 1.8% | |
| T. Rowe Price TRP OVERSEAS STOCK N/A | Other securities | — | — | $815K | 1.7% | |
| Empower EMP GUARANTEED INC N/A | Common Stocks | — | — | $683K | 1.4% | |
| Fidelity FID MID CAP IDX N/A | Common Collective Trusts | — | — | $557K | 1.1% | |
| American Funds AF NEW WORLD R6 N/A | Mutual Funds | — | — | $485K | 1.0% | |
| PIMCO PIM GLB BD OP US$H I N/A | Mutual Funds | — | — | $164K | 0.3% | |
| Sdba Accounts Common stock N/A | Common Stocks | — | — | $152K | 0.3% | |
| Fidelity FID SM CAP IDX N/A | Common Collective Trusts | — | — | $138K | 0.3% | |
| American Century AM CENT SMCAP VAL R6 N/A | Other securities | — | — | $92K | 0.2% | |
| JP Morgan JPM MID CAP GRTH R6 N/A | Other securities | — | — | $62K | 0.1% | |
| Victory VI MID-CAP VAL R6 N/A | Other securities | — | — | $54K | 0.1% | |
| PUTN RET ADV 2060 X PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
