Filings through .
Filed February 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AT RETIREMENT SERVICES, LLC. Service code 15 · EIN 83-3455979 | Recordkeeping | $50,030 |
11 funds of $250K or more; 22 lines in all, holding $9.1M of the plan's $9.1M. From the 2025 filing. Recordkeeper: AT Retirement Services.
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| ATDynamic Moderate Manager not matched · Collective trust | $1.5M | 16.1% |
| ATDynamic Moderately Aggressive Manager not matched · Collective trust | $1.0M | 11.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1000K | 11.0% |
| ATDynamic Aggressive Manager not matched · Collective trust | $769K | 8.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $728K | 8.0% |
| ATDynamic Conservative Manager not matched · Collective trust | $613K | 6.8% |
| American Trust Stable Value Manager not matched · Stable value Stable value | $596K | 6.6% |
| ATDynamic Moderately Conservative Manager not matched · Collective trust | $555K | 6.1% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $477K | 5.3% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $344K | 3.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.