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Original filing (PDF)20251010095056NAL0012765152001
ATOS
Form 5500
FILING_RECEIVED
ATOS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,423
Accounts w/ balance
5,794
Plan assets (EOY)
$733.3M
Net assets (EOY)
$733.3M
How this plan invests
This plan
16 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — 105% above peer band of 6 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATOS.
Plan sponsor
Name
ATOS
EIN
13-3715291
Address
4851 REGENT BOULEVARD · IRVING, TX · 75063
Phone
(914) 881-3000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HARPER & PEARSON COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $457K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | CONSULTANT | $419K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARPER & PEARSON | 74-1695589 | — | AUDITOR | $26K | — |
Investments
16 pooled funds· $254.8M(35% 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.
Common Collective Trust
$224.1M
15 holdings
Pooled Separate Account
$30.7M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TARGET RETIREMENT 2030 TRUST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | $47.0M | 6.4% |
| TARGET RETIREMENT 2035 TRUST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | $35.1M | 4.8% |
| TARGET RETIREMENT 2025 TRUST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | $33.6M | 4.6% |
| TARGET RETIREMENT 2040 TRUST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | $32.7M | 4.5% |
| VOYA STABLE VALUE FUND VOYA · EIN 71-0294708 / PN 007 | Pooled Separate Account | $30.7M | 4.2% |
| TARGET RETIREMENT 2020 TRUST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | $18.4M | 2.5% |
| TARGET RETIREMENT 2045 TRUST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | $17.5M | 2.4% |
| TARGET RETIREMENT 2050 TRUST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | $11.1M | 1.5% |
| IVY MID CAP GROWTH CIT IVY INVESTMENTS · EIN 45-3036428 / PN 050 | Common Collective Trust | $9.6M | 1.3% |
| VANGUARD TARGET RETIREMENT TRUST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | $8.4M | 1.1% |
| TARGET RETIREMENT 2055 TRUST II VANGUARD · EIN 27-6715091 / PN 001 | Common Collective Trust | $5.1M | 0.7% |
| PIMCO REAL RETURN COLLECTIVE TR II SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $1.7M | 0.2% |
| TARGET RETIREMENT 2060 TRUST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | $1.6M | 0.2% |
| COHEN & STEERS U.S. REALTY FUND CLA SEI INVESTMENTS DISTRIBUTION CO · EIN 81-1233624 / PN 001 | Common Collective Trust | $1.4M | 0.2% |
| TARGET RETIREMENT 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | $632K | <0.1% |
| TARGET RETIREMENT 2070 TRUST II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | $66K | <0.1% |