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Original filing (PDF)20251015183151NAL0005368577001
A-TEAM SOLUTIONS LLC
Form 5500
FILING_RECEIVED
A TEAM SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
~118 bps in Sched C fees
Active participants
200
Accounts w/ balance
88
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 118 bps in Schedule C fees — 128% above peer band of 52 bps.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A-TEAM SOLUTIONS LLC.
Plan sponsor
Name
A-TEAM SOLUTIONS LLC
EIN
20-1195460
Address
8115 MAPLE LAWN BLVD · STE 350 · FULTON, MD · 20759
Phone
(443) 878-5948
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
PENTEGRA
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZABOSCH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | — | RECORD KEEPER | $349 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GIRARD INVESTMENT SERVICES, LLC | 23-1699073 | — | INVESTMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPTIAL SERVICES, LLC | — | PHILADELPHIA, PA | CONTRACT ADMINISTRATOR | $16K | — |
Investments
21 direct securities · 1 pooled fund· $3.2M(99% 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.
Registered Investment Companies
$3.2M
21 holdings
Common Collective Trust
$711
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $557K | 17.3% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $429K | 13.3% | |
| T. ROWE PRICE DIVIDEND GR I 812 REGISTERED INVESTMENT COMPANY AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $330K | 10.2% | |
| FID FREEDOM INDEX 2065 PREMIER 576 REGISTERED INVESTMENT COMPANY STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $267K | 8.3% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $245K | 7.6% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $212K | 6.6% | |
| PRI REAL ESTATE SECURITIES R6 195 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $190K | 5.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $145K | 4.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $142K | 4.4% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $140K | 4.4% | |
| JANUS HENDERSON TRITON FUND N 109 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $132K | 4.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $94K | 2.9% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $86K | 2.7% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $85K | 2.6% | |
| T ROWE PRICE OVERSEAS STOCK 736 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $68K | 2.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $23K | 0.7% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $21K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $8K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $8K | 0.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $8K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $7K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $711 | <0.1% |
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