Barbara Ehresman signed Advanced Technology Recycling's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Technology Recycling's EIN is 83-0345248.
Download the official 2024 Form 5500 (PDF) for Advanced Technology Recycling from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Technology Recycling's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LifeTime 2040 Fund | Other securities | — | — | $214K | 11.7% | |
| LifeTime 2055 Fund | Other securities | — | — | $210K | 11.5% | |
| LifeTime 2030 Fund | Other securities | — | — | $180K | 9.9% | |
| LifeTime 2045 Fund | Other securities | — | — | $174K | 9.5% | |
| Principal Guaranteed Interest Accounts¹ | Other securities | — | — | $150K | 8.2% | |
| LifeTime 2025 Fund | Other securities | — | — | $122K | 6.7% | |
| American Funds Investment Company of America | Mutual Funds | — | — | $122K | 6.6% | |
| LifeTime 2035 Fund | Other securities | — | — | $84K | 4.6% | |
| Small-Cap S&P 600 Index Fund | Common Collective Trusts | — | — | $82K | 4.5% | |
| Participant Notes Receivable¹ (8.50 - 9.50%) | Bonds / Notes | — | — | $72K | 4.0% | |
| American Growth Fund of America | Other securities | — | — | $63K | 3.4% | |
| LifeTime 2065 Fund | Other securities | — | — | $52K | 2.8% | |
| LifeTime 2050 Fund | Other securities | — | — | $49K | 2.7% | |
| Franklin US Government Securities Fund | Mutual Funds | — | — | $43K | 2.3% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $43K | 2.3% | |
| LifeTime 2060 Fund | Other securities | — | — | $42K | 2.3% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $21K | 1.1% | |
| LifeTime Strategic Income Fund 373 Mid-Cap S&P 400 Index Fund | Common Collective Trusts | — | — | $19K | 1.0% | |
| AMCAP Fund | Other securities | — | — | $18K | 1.0% | |
| American Mutual Fund | Other securities | — | — | $17K | 0.9% | |
| American Funds New World Fund | Mutual Funds | — | — | $15K | 0.8% | |
| MFS Research International Fund | Mutual Funds | — | — | $11K | 0.6% | |
| Invesco Charter Fund | Mutual Funds | — | — | $8K | 0.5% | |
| LifeTime 2015 Fund 836 LifeTime 2020 Fund | Other securities | — | — | $2K | 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 |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
