JEFF Scheels signed ATS Logistics, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATS Logistics, Inc.'s EIN is 57-1106038.
Download the official 2023 Form 5500 (PDF) for ATS Logistics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)ATS Logistics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KOVACK ADVISORS | 20-0981614 | FORT LAUDERDALE, FL | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Target Retirement 2050 | Mutual Funds | — | — | $467K | 18.1% | |
| Vanguard Group Target Retirement 2030 | Mutual Funds | — | — | $420K | 16.3% | |
| Vanguard Group Target Retirement 2035 | Mutual Funds | — | — | $347K | 13.5% | |
| Vanguard Group Target Retirement 2045 | Mutual Funds | — | — | $307K | 11.9% | |
| Vanguard Group Target Retirement 2025 | Mutual Funds | — | — | $266K | 10.3% | |
| Vanguard Group Target Retirement 2040 | Mutual Funds | — | — | $212K | 8.2% | |
| Vanguard Group Target Retirement 2020 | Mutual Funds | — | — | $197K | 7.7% | |
| Vanguard Group Target Retirement 2055 | Mutual Funds | — | — | $141K | 5.5% | |
| TD Ameritrade Unit Trust Investments | Other securities | — | — | $101K | 3.9% | |
| various dates through 2027 | Other securities | — | — | $50K | 1.9% | |
| Vanguard Group Target Retirement 2060 | Mutual Funds | — | — | $36K | 1.4% | |
| TD Bank Federal Money Market | Cash / Money Market | — | — | $28K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
