Joseph Falcone signed ATOS' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATOS' EIN is 13-3715291.
Download the official 2024 Form 5500 (PDF) for ATOS from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATOS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $457K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | CONSULTANT | $419K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $425.4M | 58.0% | |
| [Assets held in common collective trust] | Other | — | — | $224.1M | 30.6% | |
| 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% | |
| [Assets held in pooled separate account] | Other | — | — | $30.7M | 4.2% | |
| 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% | |
| [Assets held in participant loans] | Other | — | — | $4.4M | 0.6% | |
| 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% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARPER & PEARSON | 74-1695589 | — | AUDITOR | $26K | — |
