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Original filing (PDF)20251001075003NAL0012901537001
ATLAS DATA SYSTEMS, LLC
Form 5500
FILING_RECEIVED
ATLAS DATA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
241
Accounts w/ balance
272
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
1 pooled trust
Schedule D
50 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
- 56 bps in Schedule C fees — 95% 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 ATLAS DATA SYSTEMS, LLC.
Plan sponsor
Name
ATLAS DATA SYSTEMS, LLC
EIN
22-3564176
Address
400 CONNELL DRIVE · SUITE 600 · BERKELEY HEIGHTS, NJ · 07922
Phone
(908) 519-2193
Industry
Professional & Technical Servicessee 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
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANCHECK CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL - RPCP | 95-2834236 | — | NONE | $58K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $27K | — |
Investments
49 direct securities · 1 pooled fund· $15.1M(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
$14.6M
49 holdings
Common Collective Trust
$400K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.7M | 11.0% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $1.2M | 8.0% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $1.0M | 6.9% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $886K | 5.9% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $696K | 4.6% | |
| Vanguard Russell 1000 Growth ETF Vanguard 0 | — | — | — | $650K | 4.3% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $648K | 4.3% | |
| MFS Growth Fund Class R6 MFS 0 | — | — | — | $604K | 4.0% | |
| JPMorgan U.S. Equity R6 JP Morgan 0 | — | — | — | $559K | 3.7% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $522K | 3.5% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $443K | 2.9% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $400K | 2.7% | |
| Lord Abbett Bond Debenture R6 Lord Abbett 0 | — | — | — | $393K | 2.6% | |
| Vanguard High Dividend Yield Index ETF Vanguard 0 | — | — | — | $345K | 2.3% | |
| BlackRock Technology Opport Instl BlackRock 0 | — | — | — | $342K | 2.3% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $340K | 2.3% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 170 American Funds Trgt Date Ret 2015 R6 American Funds 0 | — | — | — | $334K | 2.2% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $302K | 2.0% | |
| Janus Henderson Enterprise N Janus Henderson 0 | — | — | — | $301K | 2.0% | |
| MFS Value R6 MFS 0 | — | — | — | $293K | 1.9% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $271K | 1.8% | |
| Vanguard Mid-Cap Growth Index ETF Vanguard 0 | — | — | — | $219K | 1.5% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $212K | 1.4% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $211K | 1.4% | |
| Vanguard Financials Index ETF Vanguard 0 | — | — | — | $209K | 1.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $206K | 1.4% | |
| Vanguard S&P Small-Cap 600 Val Idx ETF Vanguard 0 | — | — | — | $191K | 1.3% | |
| MFS Global Equity R6 MFS 0 | — | — | — | $174K | 1.2% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $164K | 1.1% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $156K | 1.0% | |
| PGIM Jennison Health Sciences R6 PGIM 0 | — | — | — | $149K | 1.0% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $143K | 0.9% | |
| Macquarie Emerging Markets R6 Macquarie 0 | — | — | — | $109K | 0.7% | |
| ClearBridge Large Cap Growth IS Legg Mason 0 | — | — | — | $93K | 0.6% | |
| Vanguard Real Estate Index ETF Vanguard 0 | — | — | — | $86K | 0.6% | |
| Carillon Eagle Small Cap Growth R6 Carillon Eagle 0 | — | — | — | $75K | 0.5% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $62K | 0.4% | |
| T. Rowe Price Global Allocation I T. Rowe Price 0 | — | — | — | $54K | 0.4% | |
| Western Asset Core Plus Bond I Legg Mason 0 | — | — | — | $48K | 0.3% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $43K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $38K | 0.3% | |
| T. Rowe Price Global Multi-Sect I T. Rowe Price 0 | — | — | — | $38K | 0.2% | |
| Nuveen Core Plus Bond R6 Nuveen 0 | — | — | — | $33K | 0.2% | |
| American Funds Inflation Linked Bd R6 American Funds 0 | — | — | — | $27K | 0.2% | |
| PGIM Short-Term Corp Bond R6 PGIM 0 | — | — | — | $25K | 0.2% | |
| Vanguard Energy Adm Vanguard 0 | — | — | — | $24K | 0.2% | |
| Invesco Gold & Special Minerals R6 Invesco 0 | — | — | — | $20K | 0.1% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $17K | 0.1% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $10K | <0.1% | |
| MFS Utilities R6 MFS 0 | — | — | — | $4K | <0.1% |
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