Back to filter
Original filing (PDF)20251015183143NAL0005367905001
ATS AUTOMATION, INC.
Form 5500
FILING_RECEIVED
ATS AUTOMATION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
347
Accounts w/ balance
431
Plan assets (EOY)
$63.9M
Net assets (EOY)
$63.9M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATS AUTOMATION, INC..
Plan sponsor
Name
ATS AUTOMATION, INC.
EIN
91-1354987
Address
450 SHATTUCK · RENTON, WA · 98057
Phone
(425) 251-9680
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH BUNDAY BERMAN BRITTON PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT SERVICES | — | IRVINE, CA | RECORDKEEPER | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHEN M KOCH & CO., INC. | — | KIRKLAND, WA | CONTRACT ADMIN | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATS AUTOMATION | — | RENTON, WA | OTHER | $34K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
THE BOARD OF TRUSTEES OF PLUMBERS AND PIPEFITTERS OF THE CAROLINAS DEF
PLUMBERS AND PIPEFITTERS OF THE CAROLINAS DEFINED CONTRIBUTION PLAN
$63.5M · 1,335 participants
SUBZERO CONSTRUCTORS, INC.
SUBZERO CONSTRUCTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$64.3M · 148 participants
PLUMBERS & PIPEFITTERS LOCAL NO 189 AND MCACO
PLUMBERS & PIPEFITTERS LOCAL NO 189 HEALTH & WELFARE PLAN
$63.3M · 1,016 participants
BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL 36
PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND
$63.3M · 1,042 participants
BRADY SERVICES HOLDINGS, INC.
BRADY SERVICES HOLDINGS, INC.
$63.2M · 532 participants
JOHNSON & JORDAN, INC.
JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN
$63.1M · 302 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants