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Original filing (PDF)20250929074745NAL0014906643001
ADVANCED TECHNOLOGY LEADERS, INC
Form 5500
FILING_RECEIVED
ATL RETIREMENT & SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
128
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED TECHNOLOGY LEADERS, INC.
Plan sponsor
Name
ADVANCED TECHNOLOGY LEADERS, INC
EIN
90-1134145
Address
4811 TECHNOLOGY DRIVE · MARTINEZ, GA · 30907
Phone
(706) 426-8379
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SME CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $15K | — |
| MERRILL LYNCH, PIERCE, FENNER&SMITH | 13-5674085 | — | RETAINED BY EMPLOYER | $13K | — |
Investments
35 direct securities· $5.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Amer Target 2035 Fund R6 | — | — | — | $909K | 18.0% | |
| American Funds Amer Target 2045 Fund R6 | — | — | — | $686K | 13.6% | |
| American Funds Amer Target 2040 Fund R6 | — | — | — | $623K | 12.4% | |
| American Funds Amer Target 2050 Fund R6 | — | — | — | $462K | 9.2% | |
| American Funds Amer Target 2030 Fund R6 | — | — | — | $422K | 8.4% | |
| Fidelity 500 Index Fd | — | — | — | $301K | 6.0% | |
| Vanguard Growth Index Fd Adm | — | — | — | $194K | 3.9% | |
| American Funds Amer Target 2055 Fund R6 | — | — | — | $192K | 3.8% | |
| American Funds Amer Target 2025 Fund R6 | — | — | — | $190K | 3.8% | |
| Fidelity Nasdaq Composite Idx | — | — | — | $177K | 3.5% | |
| American Funds Amer Target 2060 Fund R6 | — | — | — | $118K | 2.3% | |
| Vanguard Small Growth Adml | — | — | — | $104K | 2.1% | |
| Vanguard Fed Money Market | — | — | — | $91K | 1.8% | |
| AAM/Bahl & Gaynor AAM/Bahl & Gaynor Inc Grwth I | — | — | — | $90K | 1.8% | |
| JP Morgan JP Morgan Mid Cap Value Fd R6 | — | — | — | $86K | 1.7% | |
| Participant Loans Interest rates 5.25% - 10.50% | — | — | — | $48K | 0.9% | |
| Columbia Sel Lrg Cap Grwth Ins | — | — | — | $46K | 0.9% | |
| Fidelity Sm Cap Index Fund | — | — | — | $42K | 0.8% | |
| American Funds Amer Target 2015 Fund R6 | — | — | — | $35K | 0.7% | |
| Vanguard Dev Mrkts Indx Adm | — | — | — | $33K | 0.7% | |
| JP Morgan JP Morgan U.S. Equity Fd R6 | — | — | — | $31K | 0.6% | |
| First Eagle First Eagle Overseas Fund R6 | — | — | — | $30K | 0.6% | |
| MFS Value Fund (R6) | — | — | — | $23K | 0.4% | |
| Fidelity Advisor Total Bd Z | — | — | — | $20K | 0.4% | |
| Wasatch Core Growth Fund Inst 579 Russell iShares Russell Mid Cap Idx K | — | — | — | $17K | 0.3% | |
| MSCI iShares MSCI EAFE Intl Idx K | — | — | — | $15K | 0.3% | |
| Vanguard High Div Yld Idx Adm | — | — | — | $14K | 0.3% | |
| American Funds Amer Target 2020 Fund R6 | — | — | — | $12K | 0.2% | |
| Lord Abbett Lord Abbett Income Fund R6 | — | — | — | $11K | 0.2% | |
| Lord Abbett Lord Abbett Short Dur Inc R6 | — | — | — | $9K | 0.2% | |
| American Funds American Funds 2065 TD Ret R6 | — | — | — | $6K | 0.1% | |
| Cohen & Steers Cohen & Steers Real Est Sec Z | — | — | — | $5K | <0.1% | |
| Glenmede Sm Cap Equity Port I | — | — | — | $3K | <0.1% | |
| Hotchkis & Wiley Hotchkis Wiley SC Value Z | — | — | — | $2K | <0.1% | |
| Macquire Macquarie Mid Cap Growth R6 | — | — | — | $2K | <0.1% |
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