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Original filing (PDF)20251007122716NAL0011510562001
AIRLINE TARIFF PUBLISHING CO.
Form 5500
FILING_RECEIVED
ATPCO 401 (K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
401
Accounts w/ balance
713
Plan assets (EOY)
$146.1M
Net assets (EOY)
$146.1M
How this plan invests
This plan
10 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 74% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIRLINE TARIFF PUBLISHING CO..
Plan sponsor
Name
AIRLINE TARIFF PUBLISHING CO.
EIN
52-1015810
Address
2340 DULLES CORNER BLVD · SUITE 800 · HENDON, VA · 20171
Phone
(703) 471-7510
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WARADY & DAVIS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RETAINED BY CLIENT | $192K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | RETAINED BY CLIENT | $62K | — |
Investments
26 direct securities · 10 pooled funds· $146.1M(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
$115.9M
26 holdings
Common Collective Trust
$30.2M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $19.9M | 13.6% | |
| New York Life Guaranteed Investment; interest at 3.066% | — | — | — | $18.8M | 12.9% | |
| Vanguard U.S. Growth | — | — | — | $10.5M | 7.2% | |
| BlackRock Technology Opportunities | — | — | — | $7.8M | 5.3% | |
| PUTNAM RET ADV 2045 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $7.0M | 4.8% | |
| PUTNAM RET ADV 2050 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $6.7M | 4.6% | |
| Vanguard Equity Income | — | — | — | $6.3M | 4.3% | |
| Self-Directed Brokerage Accounts Corporate Stocks and Mutual Funds ** $ | — | — | — | $5.9M | 4.0% | |
| PUTNAM RET ADV 2040 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $5.0M | 3.4% | |
| American Funds Balanced R6 | — | — | — | $4.4M | 3.0% | |
| Fidelity International Index | — | — | — | $4.2M | 2.9% | |
| Fidelity Total Bund K6 | — | — | — | $4.1M | 2.8% | |
| John Hancock Disciplined Value MC R6 | — | — | — | $3.5M | 2.4% | |
| Fidelity Small Cap Index | — | — | — | $3.3M | 2.3% | |
| PUTNAM RET ADV 2035 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $3.1M | 2.1% | |
| PUTNAM RET ADV 2055 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $3.0M | 2.1% | |
| AllianceBernstein Small Cap Growth Z | — | — | — | $2.9M | 2.0% | |
| Undiscovered Managers Behavioral Value R6 | — | — | — | $2.7M | 1.9% | |
| PIMCO Real Return | — | — | — | $2.7M | 1.8% | |
| MFS International Equity R6 | — | — | — | $2.7M | 1.8% | |
| BlackRock Mid Cap Growth Equity K | — | — | — | $2.5M | 1.7% | |
| Fidelity Overseas Z | — | — | — | $2.4M | 1.7% | |
| T. Rowe Price Dividend Growth | — | — | — | $2.2M | 1.5% | |
| PUTNAM RET ADV 2030 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $2.1M | 1.4% | |
| AllianceBernstein Global Bond I | — | — | — | $2.0M | 1.4% | |
| PIMCO High Yield | — | — | — | $1.7M | 1.2% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $1.5M | 1.1% | |
| Fidelity Emerging Markets K | — | — | — | $1.4M | 1.0% | |
| PUTNAM RET ADV 2060 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 273 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| PUTNAM RET ADV 2025 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| Participant Loans Interest rates of 4.75% to 10%, due to March, 2034 — | — | — | — | $1.0M | 0.7% | |
| PGIM Short Term Corp Bond Z | — | — | — | $743K | 0.5% | |
| PUTNAM RET ADV MATURITY X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $643K | 0.4% | |
| Bank of New York Mellon Natural Resources I | — | — | — | $464K | 0.3% | |
| Dimensional Fund Advisors Institutional Small Company Class I | — | — | — | $239K | 0.2% | |
| ENVESTNET WEST AST CORE BD PL RELIANCE TRUST COMPANY · EIN 46-7425989 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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