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Sponsor portfolio

ATS EQUIPMENT, INC.

EIN 04-2862317-construction-Latest filing 2024
Plans
2
Retirement
2
$10.6M assets
Welfare
0
Participants
119
33 LOCUST STREET - BOSTON, MA 02130617-825-3600atsequipment.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401k-$9.3M - 69 part#003CashBalance-$1.3M - 50 part

Retirement portfolio analytics

2 plans aggregated / $10.6M assets / 119 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#001)88%
  • CASH BALANCE PLAN (#003)12%
Total $10.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)69
  • CASH BALANCE PLAN (#003)50
Total 119Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ATS EQUIPMENT, INC. PROFIT SHARING PLAN

401k

Assets$9.3M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ATS EQUIPMENT CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ATS EQUIPMENT, INC. PROFIT SHARING PLAN401k$9.3M692024
003ATS EQUIPMENT CASH BALANCE PLANCashBalance$1.3M502024
Retirement plans
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