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Original filing (PDF)20250930080304NAL0019036082001
FACSIMILE COMMUNICATIONS INDUSTRIES, INC. DBA ATLANTIC TOMORROWSOFFICE
Form 5500
FILING_RECEIVED
ATLANTIC TOMORROWSOFFICE 401(K)PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
370
Accounts w/ balance
418
Plan assets (EOY)
$29.2M
Net assets (EOY)
$29.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 96% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FACSIMILE COMMUNICATIONS INDUSTRIES, INC. DBA ATLANTIC TOMORROWSOFFICE.
Plan sponsor
Name
FACSIMILE COMMUNICATIONS INDUSTRIES, INC. DBA ATLANTIC TOMORROWSOFFICE
EIN
13-1947545
Address
134 W 26TH ST · NEW YORK, NY · 100016803
Phone
(212) 741-6400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PW PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | 27-3463733 | — | INVESSTMENT ADVISORY | $68K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT AOTHER SERVICES | $98K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVICE | $0 | — |
Investments
26 direct securities · 1 pooled fund· $29.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$29.1M
26 holdings
Pooled Separate Account
$152K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL MARKET INDEX FUND Mutual Fund | — | — | — | $3.9M | 13.4% | |
| FIDELITY US BOND INDEX Mutual Fund | — | — | — | $3.3M | 11.4% | |
| FIDELITY 500 INDEX FUNDS Mutual Fund | — | — | — | $2.3M | 7.9% | |
| FIDELITY TOTAL INTERNATIONAL INDEX FUND Mutual Fund | — | — | — | $2.2M | 7.5% | |
| VANGUARD BALANCED INDEX FUND Mutual Fund | — | — | — | $2.1M | 7.3% | |
| FIDELITY INTERNATIONAL INDEX FUND Mutual Fund | — | — | — | $1.9M | 6.5% | |
| FIDELITY LARGE CAP GROWTH INDEX FUND Mutual Fund | — | — | — | $1.8M | 6.1% | |
| FIDELITY INFLATION PROTECTED BOND INDEX FUND Mutual Fund | — | — | — | $1.7M | 5.7% | |
| PRINCIPAL GUARANTEED OPTION Guaranteed Investment Contract | — | — | — | $1.5M | 5.3% | |
| FIDELITY MID CAP INDEX FUND Mutual Fund | — | — | — | $1.2M | 4.1% | |
| FIDELITY LONG-TERM TREASURY BOND INDEX FUND Mutual Fund | — | — | — | $1.1M | 3.8% | |
| VANGUARD HIGH-YIELD CORPORATE FUND Mutual Fund | — | — | — | $897K | 3.1% | |
| FIDELITY LARGE CAP VALUE INDEX FUND Mutual Fund | — | — | — | $730K | 2.5% | |
| PARTICIPANT NOTES RECEIVABLE Interest 4.25% - 9.50% | — | — | — | $692K | 2.4% | |
| FIDELITY REAL ESTATE INDEX FUND Mutual Fund | — | — | — | $684K | 2.3% | |
| FIDELITY EMERGING MARKETS INDEX FUND Mutual Fund | — | — | — | $681K | 2.3% | |
| FIDELITY SMALL CAP GROWTH INDEX FUND Mutual Fund | — | — | — | $630K | 2.2% | |
| FIDELITY SMALL CAP VALUE INDEX FUND Mutual Fund | — | — | — | $580K | 2.0% | |
| FIDELITY MID CAP GROWTH INDEX FUND Mutual Fund | — | — | — | $374K | 1.3% | |
| FIDELITY SMALL CAP INDEX FUND Mutual Fund | — | — | — | $180K | 0.6% | |
| FIDELITY INTERMEDIATE TREASURY BOND INDEX FUND Mutual Fund | — | — | — | $161K | 0.6% | |
| PRINCIPAL CORE FIXED INCOME SEPARATE ACCOUNT Z Pooled Separate Account | — | — | — | $152K | 0.5% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $152K | 0.5% | |
| FIDELITY MID CAP VALUE INDEX FUND Mutual Fund | — | — | — | $138K | 0.5% | |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND Mutual Fund | — | — | — | $129K | 0.4% | |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND Mutual Fund | — | — | — | $70K | 0.2% | |
| FIDELITY INTERNATIONAL BOND INDEX FUND Mutual Fund | — | — | — | $15K | <0.1% |
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