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Original filing (PDF)20251002081435NAL0000332080001
ATOMIC BRANDS INC
Form 5500
FILING_RECEIVED
ATOMIC BRANDS INC 401(K) PLAN
401(k) retirement plan
Signals · 2
39% in single holdingNo recordkeeper disclosed
Active participants
119
Accounts w/ balance
146
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
80
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard TOTAL STOCK INDEX ADMIRAL CLASS" is 39% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATOMIC BRANDS INC.
Plan sponsor
Name
ATOMIC BRANDS INC
EIN
20-8210114
Address
117 S COOK ST #347 · BARRINGTON, IL · 60010
Phone
(312) 806-7700
Industry
Wholesale Tradesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PINNACLE PLANNING GROUP, LLC - | 20-2795840 | — | ADVISOR | $15K | — |
Investments
19 direct securities· $4.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard TOTAL STOCK INDEX ADMIRAL CLASS | — | — | — | $1.7M | 39.1% | |
| Vanguard TOTAL INSTL STOCK INDEX ADM ** 66 Vanguard DEVELOPED MARKETS INDEX ADM | — | — | — | $740K | 16.7% | |
| Vanguard GROUP BOND INDEX ADMIRAL CLASS | — | — | — | $625K | 14.1% | |
| Vanguard EMERGING MARKETS STK ADM CL | — | — | — | $371K | 8.4% | |
| SECURITIES INDEX ADM Vanguard TOTAL INTERNATIONAL BOND INDEX | — | — | — | $224K | 5.1% | |
| Vanguard SPECIALIZED DIV REIT INDEX FUND ADM SHS | — | — | — | $194K | 4.4% | |
| Vanguard INDEX 500 ADMIRAL | — | — | — | $114K | 2.6% | |
| Vanguard MID CAP INDEX ADMIRAL ** 720 Vanguard GROWTH INDEX ADM | — | — | — | $104K | 2.4% | |
| Participant loans Interest rates range from 7.25% to 9.50% - | — | — | — | $99K | 2.2% | |
| Vanguard VALUE INDEX ADM | — | — | — | $65K | 1.5% | |
| Vanguard MID-CAP VALUE INDEX FD - ADMIRAL | — | — | — | $47K | 1.1% | |
| Vanguard SM CAP INDEX ADMIRAL | — | — | — | $46K | 1.0% | |
| Vanguard SHORT-TERM INFLATION PROTECTED | — | — | — | $29K | 0.7% | |
| Vanguard INTL EQUITY INDEX ** 827 Vanguard TELECOM SERVICES INDEX ADMIRAL ** 382 Vanguard INFORMATION TECHOLOGY INDEX ADM | — | — | — | $8K | 0.2% | |
| Vanguard INDUSTRIALS INDEX ADMIRAL ** 713 Vanguard RESERVE FED MM FD ** 65 Vanguard SPECIALIZED DIV DIVIDEND APPREC INDEX ADM | — | — | — | $4K | <0.1% | |
| Vanguard EXTENDED MARKET INDEX | — | — | — | $4K | <0.1% | |
| Vanguard SMALL CAP VALUE INDEX ADMIRAL | — | — | — | $3K | <0.1% | |
| Vanguard LG CAP INDEX FUND ADML | — | — | — | $3K | <0.1% | |
| Vanguard HEALTH CARE INDEX ADMIRAL | — | — | — | $1K | <0.1% |
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