Atlantic Engineering Group, Inc.'s EIN is 58-2227243.
Download the official 2023 Form 5500 (PDF) for Atlantic Engineering Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Atlantic Engineering Group, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 82-3967259 | — | DIRECTED TRUSTEE | $873 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOK FINANCIAL ASSET MGMT INC | 74-2009441 | — | PLAN ADMINISTRATOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.1M | 93.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $57K | 1.7% | |
| [Assets held in participant loans] | Other | — | — | $29K | 0.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | TRUST COMPANY | $1 | — |
