Phillip HAYS signed ATC Drivetrain, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATC Drivetrain, LLC's EIN is 90-0857545.
Download the official 2024 Form 5500 (PDF) for ATC Drivetrain, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATC Drivetrain, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $91K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT, INC. |
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 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $6.7M | 16.9% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $4.8M | 12.1% | |
| INVESCO STABLE VALUE B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $4.4M | 11.0% | |
| SCHWAB INDEX RETIREMENT 2035 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $3.7M | 9.2% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $3.3M | 8.2% | |
| SCHWAB INDEX RETIREMENT 2025 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $2.4M | 6.0% | |
| SCHWAB INDEX RETIREMENT 2045 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $2.2M | 5.5% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $1.9M | 4.9% | |
| PRUDENTIAL CORE PLUS BOND 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.9M | 4.8% | |
| SCHWAB INDEX RETIREMENT 2030 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $1.4M | 3.6% | |
| PRINCIPAL EQUITY INC - INSTL | Registered Investment Companies | — | — | $935K | 2.4% | |
| SCHWAB INDEX RETIREMENT 2040 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $832K | 2.1% | |
| SCHWAB INDEX RETIREMENT 2050 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $609K | 1.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $556K | 1.4% | |
| AB DISCOVERY VALUE Z | Registered Investment Companies | — | — | $542K | 1.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $412K | 1.0% | |
| SCHWAB INDEX RETIREMENT 2055 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $412K | 1.0% | |
| SCHWAB INDEX RETIREMENT 2060 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $338K | 0.9% | |
| SCHWAB INDEX RETIREMENT 2015 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $285K | 0.7% | |
| SCHWAB INDEX RETIREMENT 2020 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $279K | 0.7% | |
| WILLIAM BLAIR SMMD CAP GR R6 | Registered Investment Companies | — | — | $265K | 0.7% | |
| SCHWAB INDEX RETIREMENT 2010 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $222K | 0.6% | |
| PRINCIPAL DIV REAL ASSET R6 | Registered Investment Companies | — | — | $144K | 0.4% | |
| SCHWAB INDEXED RETIREMENT 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $82K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 30-0282430 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $53K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | 39-0859910 | — | ACCOUNTANT | $33K | — |
