Steve Scheimreif signed ATAC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATAC's EIN is 94-2599967.
Download the official 2024 Form 5500 (PDF) for ATAC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATAC'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER AND SMI | 13-5674085 | — | RECORDKEEPER | $68K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ATAC Common Stock Employer Securities | Common Stocks | — | $1.9M | $21.9M | 42.6% | |
| Self-Directed Investment Fund Self-Directed Brokerage n/a | Self-Directed Brokerage | — | — | $8.7M | 17.0% | |
| Ishares S&P 500 Index Fund Cl K Mutual Fund n/a | Common Collective Trusts | — | — | $5.0M | 9.7% | |
| Loomis Sayles Invt Cl N GM Mutual Fund n/a | Other securities | — | — | $2.0M | 4.0% | |
| Ishares S&P 500 Index Cl K GM Mutual Fund n/a | Common Collective Trusts | — | — | $1.2M | 2.2% | |
| Vanguard Federal Money Mkt Inv Money Market Fund n/a | Mutual Funds | — | — | $927K | 1.8% | |
| Mfs Value Fund R6 GM Mutual Fund n/a | Mutual Funds | — | — | $916K | 1.8% | |
| Hartford Schroders Intl Sdr GM Mutual Fund n/a | Other securities | — | — | $897K | 1.7% | |
| Ishares MSCI Eafe Intl Idx GM Mutual Fund n/a | Common Collective Trusts | — | — | $848K | 1.6% | |
| Pimco Real Return Fund Inst GM Mutual Fund n/a | Mutual Funds | — | — | $830K | 1.6% | |
| Mfs Mass Investors Grw R6 GM Mutual Fund n/a | Mutual Funds | — | — | $815K | 1.6% | |
| Ishares Russell Mid-Cap Idx GM Mutual Fund n/a | Common Collective Trusts | — | — | $691K | 1.3% | |
| Self-Directed Cash Fund Self-Directed Brokerage n/a | Self-Directed Brokerage | — | — | $581K | 1.1% | |
| Hartford Schroders Emrg GM Mutual Fund n/a | Other securities | — | — | $576K | 1.1% | |
| Templeton Global Bond Fund R6 GM Mutual Fund n/a | Mutual Funds | — | — | $518K | 1.0% | |
| Ishares Russell Mid-Cap Idx K Mutual Fund n/a | Common Collective Trusts | — | — | $505K | 1.0% | |
| American Funds Global Cl R6 GM Mutual Fund n/a | Mutual Funds | — | — | $486K | 0.9% | |
| Ishares Russell 2000 Sml-Cp K Mutual Fund n/a | Common Collective Trusts | — | — | $398K | 0.8% | |
| Mfs Mid Cap Value Fund R6 GM Mutual Fund n/a | Mutual Funds | — | — | $393K | 0.8% | |
| Federated Hermes Mdt Mid R6 GM Mutual Fund n/a | Other securities | — | — | $378K | 0.7% | |
| Ishares MSCI Eafe Intrnl Idx K Mutual Fund n/a | Common Collective Trusts | — | — | $352K | 0.7% | |
| Vanguard Federal Money Inv GM Money Market Fund n/a | Mutual Funds | — | — | $303K | 0.6% | |
| Principal Glbl Real Est R6 GM Mutual Fund n/a | Other securities | — | — | $303K | 0.6% | |
| Clearbridge Small Cap Grth GM Mutual Fund n/a | Other securities | — | — | $275K | 0.5% | |
| Mfs Mass Investors Grw Stck R6 Mutual Fund n/a | Mutual Funds | — | — | $205K | 0.4% | |
| Loomis Sayles Invt Cl N Mutual Fund n/a | Other securities | — | — | $196K | 0.4% | |
| Notes receivable from participants 8 loans - 4.25% to 9.5% n/a | Bonds / Notes | — | — | $141K | 0.3% | |
| Pimco Real Return Fund Cl Inst Mutual Fund n/a | Mutual Funds | — | — | $110K | 0.2% | |
| Mfs Value Fund R6 Mutual Fund n/a | Mutual Funds | — | — | $100K | 0.2% | |
| JP Morgan Undsc Mgrs Cl R6 GM Mutual Fund n/a | Other securities | — | — | $92K | 0.2% | |
| Vanguard Extended Mkt Indx Adm Mutual Fund n/a | Mutual Funds | — | — | $90K | 0.2% | |
| Ishares U.S. Aggregate Bond K Mutual Fund n/a | Other securities | — | — | $67K | 0.1% | |
| Principal Glbl Real Estate R6 Mutual Fund n/a | Other securities | — | — | $55K | 0.1% | |
| JP Morgan Undisc Mgrs Cl R6 Mutual Fund n/a | Other securities | — | — | $48K | <0.1% | |
| Federated Hermes Mdt Mid Cp R6 Mutual Fund n/a | Other securities | — | — | $26K | <0.1% | |
| Hartford Schroders Emrg Mutual Fund n/a | Other securities | — | — | $20K | <0.1% | |
| Vanguard Emerging Mrkts Index Mutual Fund n/a | Mutual Funds | — | — | $19K | <0.1% | |
| American Funds Global Cl R6 Mutual Fund n/a | Mutual Funds | — | — | $15K | <0.1% | |
| Templeton Global Bond Fund R6 Mutual Fund n/a | Mutual Funds | — | — | $10K | <0.1% | |
| Mfs Mid Cap Value Fund R6 Mutual Fund n/a | Mutual Funds | — | — | $7K | <0.1% | |
| Hartford Schroders Intl Sdr Mutual Fund n/a | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
