Marla Lundborg signed Advanced Technology Leaders, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Technology Leaders, Inc.'s EIN is 90-1134145.
Download the official 2024 Form 5500 (PDF) for Advanced Technology Leaders, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Technology Leaders, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER&SMITH | 13-5674085 | — | RETAINED BY EMPLOYER | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Amer Target 2035 Fund R6 | Mutual Funds | — | — | $909K | 18.0% | |
| American Funds Amer Target 2045 Fund R6 | Mutual Funds | — | — | $686K | 13.6% | |
| American Funds Amer Target 2040 Fund R6 | Mutual Funds | — | — | $623K | 12.4% | |
| American Funds Amer Target 2050 Fund R6 | Mutual Funds | — | — | $462K | 9.2% | |
| American Funds Amer Target 2030 Fund R6 | Mutual Funds | — | — | $422K | 8.4% | |
| Fidelity 500 Index Fd | Common Collective Trusts | — | — | $301K | 6.0% | |
| Vanguard Growth Index Fd Adm | Mutual Funds | — | — | $194K | 3.9% | |
| American Funds Amer Target 2055 Fund R6 | Mutual Funds | — | — | $192K | 3.8% | |
| American Funds Amer Target 2025 Fund R6 | Mutual Funds | — | — | $190K | 3.8% | |
| Fidelity Nasdaq Composite Idx | Common Collective Trusts | — | — | $177K | 3.5% | |
| American Funds Amer Target 2060 Fund R6 | Mutual Funds | — | — | $118K | 2.3% | |
| Vanguard Small Growth Adml | Mutual Funds | — | — | $104K | 2.1% | |
| Vanguard Fed Money Market | Mutual Funds | — | — | $91K | 1.8% | |
| AAM/Bahl & Gaynor AAM/Bahl & Gaynor Inc Grwth I | Common Stocks | — | — | $90K | 1.8% | |
| JP Morgan JP Morgan Mid Cap Value Fd R6 | Other securities | — | — | $86K | 1.7% | |
| Participant Loans Interest rates 5.25% - 10.50% | Bonds / Notes | — | — | $48K | 0.9% | |
| Columbia Sel Lrg Cap Grwth Ins | Other securities | — | — | $46K | 0.9% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $42K | 0.8% | |
| American Funds Amer Target 2015 Fund R6 | Mutual Funds | — | — | $35K | 0.7% | |
| Vanguard Dev Mrkts Indx Adm | Mutual Funds | — | — | $33K | 0.7% | |
| JP Morgan JP Morgan U.S. Equity Fd R6 | Other securities | — | — | $31K | 0.6% | |
| First Eagle First Eagle Overseas Fund R6 | Other securities | — | — | $30K | 0.6% | |
| MFS Value Fund (R6) | Mutual Funds | — | — | $23K | 0.4% | |
| Fidelity Advisor Total Bd Z | Mutual Funds | — | — | $20K | 0.4% | |
| Wasatch Core Growth Fund Inst 579 Russell iShares Russell Mid Cap Idx K | Common Collective Trusts | — | — | $17K | 0.3% | |
| MSCI iShares MSCI EAFE Intl Idx K | Common Collective Trusts | — | — | $15K | 0.3% | |
| Vanguard High Div Yld Idx Adm | Common Collective Trusts | — | — | $14K | 0.3% | |
| American Funds Amer Target 2020 Fund R6 | Mutual Funds | — | — | $12K | 0.2% | |
| Lord Abbett Lord Abbett Income Fund R6 | Mutual Funds | — | — | $11K | 0.2% | |
| Lord Abbett Lord Abbett Short Dur Inc R6 | Mutual Funds | — | — | $9K | 0.2% | |
| American Funds American Funds 2065 TD Ret R6 | Mutual Funds | — | — | $6K | 0.1% | |
| Cohen & Steers Cohen & Steers Real Est Sec Z | Other securities | — | — | $5K | <0.1% | |
| Glenmede Sm Cap Equity Port I | Other securities | — | — | $3K | <0.1% | |
| Hotchkis & Wiley Hotchkis Wiley SC Value Z | Other securities | — | — | $2K | <0.1% | |
| Macquire Macquarie Mid Cap Growth R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
