Original filing (PDF)20251015155014NAL0005332545001

ADVANCED TECHNOLOGY & RESEARCH CORP.

Name: ADVANCED TECHNOLOGY & RESEARCH CORP. — ADVANCED TECHNOLOGY & RESEARCH CORP. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: ADVANCED TECHNOLOGY & RESEARCH CORP.

Form 5500

FILING_RECEIVED

ADVANCED TECHNOLOGY & RESEARCH CORP. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

140

Accounts w/ balance

208

Plan assets (EOY)

$27.0M

Net assets (EOY)

$27.0M

How this plan invests

This plan

29 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

Helping the score

Below-peer total fees (10 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED TECHNOLOGY & RESEARCH CORP..

Plan sponsor

Name

ADVANCED TECHNOLOGY & RESEARCH CORP.

EIN

52-0977059

Address

12301 KILN COURT · BELTSVILLE, MD · 20705

Phone

(443) 766-7888

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$2K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BDO USA, P.C.	13-5381590	—	AUDITOR	$25K	—

Investments

29 direct securities· $27.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds The Growth Fund of America R4 Mutual Fund	—	—	—	$4.6M	16.9%
iShares S&P 500 Index Fund Investor A Mutual Fund	—	—	—	$3.5M	12.9%
Virtus Zevenbergen Technology Fund A Mutual Fund	—	—	—	$3.4M	12.4%
American Funds 2025 Target Date Fund R4 Mutual Fund	—	—	—	$2.3M	8.5%
American Funds Washington Mutual R4 Mutual Fund	—	—	—	$1.8M	6.7%
American Funds 2030 Target Date Fund R4 Mutual Fund	—	—	—	$1.3M	4.9%
American Funds 2055 Target Date Fund R4 Mutual Fund	—	—	—	$1.2M	4.3%
American Funds U.S. Government Money Market Fund R4 Money Market Fund	—	—	—	$925K	3.4%
American Funds 2040 Target Date Fund R4 Mutual Fund	—	—	—	$888K	3.3%
American Funds American High-Income Trust R4 Mutual Fund	—	—	—	$807K	3.0%
American Funds Capital World Growth and Income Fund R4 Mutual Fund	—	—	—	$781K	2.9%
PIMCO Total Return Fund A Mutual Fund	—	—	—	$752K	2.8%
Invesco Main Street Mid Cap Fund A Mutual Fund	—	—	—	$708K	2.6%
American Funds 2050 Target Date Fund R4 Mutual Fund	—	—	—	$648K	2.4%
American Funds 2060 Target Date Fund R4 Mutual Fund	—	—	—	$560K	2.1%
Virtus NFJ Mid-Cap Value Fund A Mutual Fund	—	—	—	$471K	1.7%
American Funds EuroPacific Growth Fund R4 Mutual Fund	—	—	—	$470K	1.7%
American Funds New World Fund R4 Mutual Fund	—	—	—	$464K	1.7%
PGIM Total Return Bond Fund A Mutual Fund	—	—	—	$401K	1.5%
American Funds 2065 Target Date Fund R4 Mutual Fund	—	—	—	$291K	1.1%
American Funds 2020 Target Date Fund R4 Mutual Fund	—	—	—	$258K	1.0%
Columbia Small Cap Index Fund A Mutual Fund	—	—	—	$204K	0.8%
American Funds SMALLCAP World Fund R4 Mutual Fund	—	—	—	$111K	0.4%
American Funds 2015 Target Date Fund R4 Mutual Fund	—	—	—	$82K	0.3%
American Funds 2045 Target Date Fund R4 Mutual Fund	—	—	—	$58K	0.2%
American Funds Inflation Linked Bond Fund Class R4 Mutual Fund	—	—	—	$44K	0.2%
American Funds 2035 Target Date Fund R4 Mutual Fund	—	—	—	$28K	0.1%
American Funds 2010 Target Date Fund R4 Mutual Fund	—	—	—	$2K	<0.1%
Templeton Global Bond Fund A Mutual Fund	—	—	—	$2K	<0.1%