Holly Hunt signed Advanced Technology Systems Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Technology Systems Group, LLC's EIN is 86-1958559.
Download the official 2024 Form 5500 (PDF) for Advanced Technology Systems Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Technology Systems Group, LLC'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | 91-1802259 | — | RETAINED BY EMPLOYER | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd | Common Collective Trusts | — | — | $8.9M | 25.8% | |
| MFS Investment MFS Intl Diversification Fd R4 | Mutual Funds | — | — | $4.3M | 12.6% | |
| Dodge & Cox Dodge & Cox Income I | Mutual Funds | — | — | $3.4M | 9.9% | |
| METLIFE SV SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.2M | 9.1% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $2.6M | 7.6% | |
| Vanguard Equity Income Fd Adm | Mutual Funds | — | — | $2.5M | 7.3% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $1.8M | 5.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 3.1% | |
| Black Rock BlackRock MC Gth Eqty Prt Inst | Other securities | — | — | $1.1M | 3.1% | |
| Columbia Sm Cap Gr I Inst 3 | Other securities | — | — | $951K | 2.8% | |
| Allspring Spc Sm Cap Value R6 | Other securities | — | — | $864K | 2.5% | |
| Allspring Spc Mid Cap Value I | Mutual Funds | — | — | $810K | 2.3% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $755K | 2.2% | |
| American Funds American New World Fund R6 | Mutual Funds | — | — | $729K | 2.1% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $480K | 1.4% | |
| Fidelity US Bond Index Fd | Mutual Funds | — | — | $323K | 0.9% | |
| JP Morgan JPMorgan US Govt MMkt Cap Cl | Other securities | — | — | $30K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
