KATE Flitman signed ATB Administration LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATB Administration LLC's EIN is 88-0628289.
Download the official 2024 Form 5500 (PDF) for ATB Administration LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATB Administration LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $3.6M | 15.1% | |
| Fidelity Contrafund Mutual fund | Mutual Funds | — | — | $2.5M | 10.5% | |
| Fidelity Freedom Index 2055 Fund Mutual fund | Mutual Funds | — | — | $2.2M | 9.3% | |
| Fidelity Freedom Index 2030 Fund Mutual fund | Mutual Funds | — | — | $2.1M | 8.9% | |
| Fidelity Freedom Index 2050 Fund Mutual fund | Mutual Funds | — | — | $1.7M | 7.1% | |
| Fidelity Freedom Index 2040 Fund Mutual fund | Mutual Funds | — | — | $1.6M | 6.9% | |
| Fidelity Freedom Index 2045 Fund Mutual fund | Mutual Funds | — | — | $1.5M | 6.4% | |
| Vanguard Cash Reserves Federal Money Market Fund Money market fund | Mutual Funds | — | — | $1.2M | 4.9% | |
| Fidelity Freedom Index 2035 Fund Mutual fund | Mutual Funds | — | — | $1.1M | 4.8% | |
| Dodge & Cox Stock Fund Mutual fund | Mutual Funds | — | — | $819K | 3.4% | |
| Fidelity Freedom Index 2020 Fund Mutual fund ** 475 * Fidelity Freedom Index 2025 Fund Mutual fund | Mutual Funds | — | — | $682K | 2.9% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $622K | 2.6% | |
| Dodge & Cox Income Fund Mutual fund | Mutual Funds | — | — | $614K | 2.6% | |
| Vanguard Strategic Small-Cap Equity Fund Mutual fund | Mutual Funds | — | — | $537K | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $513K | 2.2% | |
| Fidelity Freedom Index 2060 Fund Mutual fund | Mutual Funds | — | — | $443K | 1.9% | |
| Fidelity U.S. Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $359K | 1.5% | |
| brokerage accounts * Notes Receivable from Participants (participant loans) Interest rates -0- | Self-Directed Brokerage | — | — | $353K | 1.5% | |
| American Funds New World Fund Mutual fund | Mutual Funds | — | — | $284K | 1.2% | |
| Fidelity BrokerageLink Self-directed | Self-Directed Brokerage | — | — | $196K | 0.8% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $149K | 0.6% | |
| American Funds Europacific Growth Fund Mutual fund | Mutual Funds | — | — | $141K | 0.6% | |
| Fidelity Real Estate Index Fund Mutual fund | Common Collective Trusts | — | — | $120K | 0.5% | |
| Fidelity Emerging Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $88K | 0.4% | |
| Fidelity Freedom Index 2065 Fund Mutual fund | Mutual Funds | — | — | $69K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
