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Sponsor portfolio

ATG, LLC

EIN 45-0490450-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
16
966 HUNGERFORD DRIVE, SUITE 26A - ROCKVILLE, MD 20850703-851-3463
Plans on this EIN
2 filings
#002CashBalance-$3.0M - 8 part#001401k-$1.1M - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • CASH BALANCE PLAN (#002)73%
  • PROFIT SHARING PLAN (#001)27%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)8
  • PROFIT SHARING PLAN (#001)8
Total 16Click 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#002

ATG, LLC CASH BALANCE PLAN

CashBalance

Assets$3.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ATG, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ATG, LLC CASH BALANCE PLANCashBalance$3.0M82024
001ATG, LLC 401(K) PROFIT SHARING PLAN401k$1.1M82024
Retirement plans
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