Robin KOLB signed ATM Solutions, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATM Solutions, Inc.'s EIN is 61-1305652.
Download the official 2022 Form 5500 (PDF) for ATM Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)ATM Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $121K | 16.0% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $103K | 13.6% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $77K | 10.2% | |
| FIDELITY ADV EQUITY GROWTH - M | Registered Investment Companies | — | — | $66K | 8.7% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $58K | 7.7% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $52K | 6.9% | |
| TEMPLETON GROWTH - R | Registered Investment Companies | — | — | $46K | 6.0% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $45K | 6.0% | |
| DWS CROCI US A 59 REGISTERED INVESTMENT COMPANY INV CAPITAL APPREC - A | Registered Investment Companies | — | — | $43K | 5.6% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $33K | 4.4% | |
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $30K | 3.9% | |
| FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $29K | 3.9% | |
| ALGER MID CAP GROWTH INSTL - I | Registered Investment Companies | — | — | $16K | 2.2% | |
| AB RELATIVE VALUE FUND A | Registered Investment Companies | — | — | $15K | 2.0% | |
| ALGER SMALL CAP GROWTH INSTL-I | Registered Investment Companies | — | — | $12K | 1.6% | |
| JANUS H OVERSEAS FUND - S | Registered Investment Companies | — | — | $8K | 1.1% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
