Mary Khattak signed ATS ESOP Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATS ESOP Holdings, Inc.'s EIN is 84-4088111.
Download the official 2024 Form 5500 (PDF) for ATS ESOP Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATS ESOP Holdings, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MGMT | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRONTIDE LLC | 47-2943723 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROSSPLANS | 20-4536537 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $14.3M | 13.9% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $10.4M | 10.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $10.3M | 10.1% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $9.8M | 9.5% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $9.0M | 8.7% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $8.0M | 7.8% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $5.6M | 5.5% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.0M | 3.9% | |
| TIAA-CREF Large Cap Growth Index Institutional Fund Mutual Fund | Mutual Funds | — | — | $4.0M | 3.9% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $3.2M | 3.1% | |
| * Principal Fixed Income Guaranteed Option credited with interest at 1.55% | Guaranteed Income / GIC | — | — | $1.9M | 1.8% | |
| Vanguard Value Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 1.7% | |
| TIAA-CREF International Equity Index Institutional Fund Mutual Fund | Common Collective Trusts | — | — | $1.6M | 1.5% | |
| Amana Growth Institutional Fund Mutual Fund | Other securities | — | — | $1.5M | 1.4% | |
| Vanguard Balanced Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 1.2% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.1M | 1.0% | |
| AB Large Cap Growth Z Fund Mutual Fund | Other securities | — | — | $1.1M | 1.0% | |
| Vanguard Intermediate Term Bond Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $991K | 1.0% | |
| Vanguard Mid Cap Value Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $940K | 0.9% | |
| MFS Mid-Cap Growth R6 Fund Mutual Fund | Mutual Funds | — | — | $923K | 0.9% | |
| Principal Mid Cap S&P 400 Index Separate Account - Z Pooled Separate Account | Pooled Separate Accounts | — | — | $900K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $900K | 0.9% | |
| Vanguard FTSE Social Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $852K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $832K | 0.8% | |
| Various Bearing Interest * Participant Loans from 5.25% to 10.50% - | Bonds / Notes | — | — | $768K | 0.7% | |
| Vanguard Small Cap Value Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $699K | 0.7% | |
| Loomis Styles Investment Grade Bond N Fund Mutual Fund | Other securities | — | — | $663K | 0.6% | |
| JP Morgan Small Cap Growth R6 Fund Mutual Fund | Other securities | — | — | $662K | 0.6% | |
| American Funds American Balanced R6 Fund Mutual Fund | Mutual Funds | — | — | $585K | 0.6% | |
| JP Morgan Equity Income R6 Fund Mutual Fund | Other securities | — | — | $544K | 0.5% | |
| MFS International Diversification R6 Fund Mutual Fund | Mutual Funds | — | — | $461K | 0.4% | |
| American Funds New World R6 Fund Mutual Fund | Mutual Funds | — | — | $444K | 0.4% | |
| Vanguard Real Estate Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $387K | 0.4% | |
| Vanguard High Yield Corporate Fund Admiral Fund Mutual Fund | Mutual Funds | — | — | $366K | 0.4% | |
| Amana Income Institutional Fund Mutual Fund | Other securities | — | — | $328K | 0.3% | |
| American Funds Washington Mutual Investors R6 Fund Mutual Fund | Mutual Funds | — | — | $308K | 0.3% | |
| Vanguard Short-Term Corporate Bond Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $305K | 0.3% | |
| Vanguard Emerging Markets Stock Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $262K | 0.3% | |
| American Funds American High-Income Trust R6 Fund Mutual Fund | Mutual Funds | — | — | $237K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $143K | 0.1% | |
| Pimco International Bond (U.S. Dollar-Hedged) I Fund Mutual Fund | Mutual Funds | — | — | $139K | 0.1% | |
| Amana Participation Investor Fund Mutual Fund | Master Trust Interest | — | — | $74K | <0.1% | |
| Amana Developing World Investor Fund Mutual Fund | Other securities | — | — | $33K | <0.1% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $330 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
