Back to filter
Original filing (PDF)20250610122244NAL0014973409001
ADVANCED TECHNOLOGY INTERNATIONAL
Form 5500
FILING_RECEIVED
ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
365
Accounts w/ balance
407
Plan assets (EOY)
$54.3M
Net assets (EOY)
$54.3M
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 (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED TECHNOLOGY INTERNATIONAL.
Plan sponsor
Name
ADVANCED TECHNOLOGY INTERNATIONAL
EIN
57-1067151
Address
315 SIGMA DRIVE · SUMMERVILLE, SC · 294867790
Phone
(843) 760-3323
Industry
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
2025-06-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
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 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
26 direct securities· $54.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Prem Fund | — | — | — | $6.4M | 11.9% | |
| American Funds 2050 Target Date Retire R6 Fund | — | — | — | $4.3M | 8.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $4.2M | 7.7% | |
| BlackRock Advantage Small Cap Core K Fund | — | — | — | $3.9M | 7.3% | |
| American Funds 2045 Target Date Retire R6 Fund | — | — | — | $3.6M | 6.7% | |
| Hartford Equity Income R6 Fund | — | — | — | $3.6M | 6.7% | |
| American Funds 2030 Target Date Retire R6 Fund | — | — | — | $3.3M | 6.0% | |
| MFS Research International R6 Fund | — | — | — | $3.0M | 5.5% | |
| Fidelity Advisor Growth Opportunities Z | — | — | — | $2.9M | 5.4% | |
| American Funds 2040 Target Date Retire R6 Fund | — | — | — | $2.8M | 5.2% | |
| Group Annuity Contract- * Principal Fixed Income Guaranteed Option (4.65% to 5.05%) | — | — | — | $2.6M | 4.8% | |
| American Funds 2035 Target Date Retire R6 Fund | — | — | — | $2.5M | 4.5% | |
| American Funds 2055 Target Date Retire R6 Fund | — | — | — | $2.3M | 4.2% | |
| Vanguard Information Technology Index Adm Fund | — | — | — | $2.3M | 4.2% | |
| JP Morgan Core Bond R6 Fund | — | — | — | $1.4M | 2.5% | |
| American Funds 2060 Target Date Retire R6 Fund | — | — | — | $1.2M | 2.2% | |
| Macquarie Emerging Markets R6 Fund | — | — | — | $771K | 1.4% | |
| Fidelity Total Bond K6 Fund | — | — | — | $690K | 1.3% | |
| Dimensional Intermediate Gov't Fixed Income I Fund | — | — | — | $634K | 1.2% | |
| American Funds 2065 Target Date Retire R6 Fund | — | — | — | $539K | 1.0% | |
| American Funds 2020 Target Date Retire R6 Fund | — | — | — | $446K | 0.8% | |
| (Interest rates range from * Participant loans 4.25% to 9.50%) - | — | — | — | $393K | 0.7% | |
| American Funds 2025 Target Date Retire R6 Fund | — | — | — | $256K | 0.5% | |
| American Funds 2010 Target Date Retire R6 Fund | — | — | — | $216K | 0.4% | |
| American Funds 2015 Target Date Retire R6 Fund | — | — | — | $34K | <0.1% | |
| (E) | — | — | — | $34K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Professional & Technical Services plans
INTEGRATED PROJECT MANAGEMENT CO., INC.
IPM 401(K) PLAN
$54.2M · 199 participants
SOLSTICE CONSULTING, LLC DBA KIN AND CARTA
KIN AND CARTA 401(K) PLAN
$54.6M
ACUITY, INC.
ACUITY, INC. 401(K) PLAN
$54.0M · 293 participants
SIGMA DEFENSE SYSTEMS, LLC
SIGMA DEFENSE 401(K) PLAN
$53.9M · 503 participants
FINSBURY GLOVER HERING CORPORATION
FGH NORTH AMERICA 401(K) PLAN
$53.7M · 610 participants
THRIVE OPERATIONS, LLC
THRIVE OPERATIONS, LLC 401(K) PLAN
$55.0M · 849 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants