Laura Morey signed ATA National Title Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATA National Title Group, LLC's EIN is 61-1492166.
Download the official 2024 Form 5500 (PDF) for ATA National Title Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATA National Title Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY TRUST COMPANY | 04-3511550 | — | CUSTODIAN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ CO, INC | 38-2117812 | — | ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Investments Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $3.3M | 13.4% | |
| Vanguard Investments Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $2.9M | 11.9% | |
| Vanguard Investments Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $2.4M | 9.8% | |
| Vanguard Investments Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $2.2M | 8.8% | |
| Vanguard Investments Target Retirement Income Investor N/R | Mutual Funds | — | — | $1.9M | 7.5% | |
| Vanguard Investments Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $1.7M | 6.8% | |
| Habor Capital Appreciation Fund N/R | Other securities | — | — | $1.6M | 6.4% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.8% | |
| Vanguard Investments Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $1.3M | 5.3% | |
| Fidelity Investments 500 Index Fund N/R | Common Collective Trusts | — | — | $1.1M | 4.6% | |
| Vanguard Investments Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $739K | 3.0% | |
| Vanguard Investments Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $622K | 2.5% | |
| Blackrock Equity Dividend Fund Institutional Shares N/R | Mutual Funds | — | — | $546K | 2.2% | |
| Touchstone Investments Touchstone Mid Cap Growth Fund N/R | Other securities | — | — | $455K | 1.8% | |
| Management * Fidelity Investments Interest-bearing cash N/R 34 * Participant Loans Interest rates: 5.25% - 9.50% $0 | Mutual Funds | — | — | $445K | 1.8% | |
| Thornberg Investments International Equity Fund N/R | Other securities | — | — | $416K | 1.7% | |
| PIMCO Total Return Fund Institutional Class N/R | Mutual Funds | — | — | $221K | 0.9% | |
| Vanguard Investments Inflation-Protected Securities Fund N/R | Mutual Funds | — | — | $213K | 0.9% | |
| American Funds EuroPacific Growth Fund Class R-6 N/R | Mutual Funds | — | — | $205K | 0.8% | |
| Vanguard Investments Small-Cap Growth Index Admiral Fund N/R | Mutual Funds | — | — | $196K | 0.8% | |
| PIMCO High Yield Fund N/R | Mutual Funds | — | — | $196K | 0.8% | |
| Sterling Capital Small Cap Value Fund N/R | Other securities | — | — | $184K | 0.7% | |
| PIMCO Diversified Income Fund Institutional Class N/R | Mutual Funds | — | — | $139K | 0.6% | |
| Virtus Investments Ceredex Mid-Cap Value Equity Fund Class I N/R | Other securities | — | — | $97K | 0.4% | |
| Vanguard Investments Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $73K | 0.3% | |
| Vanguard Investments Mid-Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $50K | 0.2% | |
| Vanguard Investments Small-Cap Fund Admiral Shares N/R | Mutual Funds | — | — | $44K | 0.2% | |
| iShares MSCI EAFE International Index Fund N/R | Common Collective Trusts | — | — | $38K | 0.2% | |
| Vanguard Investments GNMA Fund N/R | Agency / Mortgage-Backed | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $42K | — |
