Original filing (PDF)20251001150718NAL0012766449001

ATOMIC DESIGN, INC.

Name: ATOMIC DESIGN, INC. — ATOMIC DESIGN, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ATOMIC DESIGN, INC.

Form 5500

FILING_RECEIVED

ATOMIC DESIGN, INC. 401(K) PLAN

401(k) retirement plan

Active participants

127

Accounts w/ balance

178

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

71 bps in Schedule C fees — modestly above peer band of 52 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATOMIC DESIGN, INC..

Plan sponsor

Name

ATOMIC DESIGN, INC.

EIN

23-2758268

Address

10 WYNFIELD DRIVE · LITITZ, PA · 17543

Phone

(717) 626-8301

Industry

Manufacturingsee 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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2S · Automatic enrollment

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WALZ GROUP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAVANT CAPITAL LLC DBA SAVANT WEATL	—	ROCKFORD, IL	INVESTMENT ADVISOR	$27K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MANAGEMENT	$4K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PA RETIREMENT SOLUTIONS	—	HARRISBURG, PA	TPA	$6K	—

Investments

33 direct securities· $9.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Target Retirement 2050 Inv Mutual Fund, 30,657 Shares	—	—	—	$1.5M	17.0%
Vanguard Target Retirement 2045 Inv Mutual Fund, 42,373 Shares	—	—	—	$1.3M	14.0%
Vanguard Target Retirement 2055 Inv Mutual Fund, 20,406 Shares	—	—	—	$1.1M	12.6%
Vanguard Target Retirement 2040 Inv Mutual Fund, 20,423 Shares	—	—	—	$883K	9.8%
Vanguard 500 Index Admiral Mutual Fund, 1,068 Shares	—	—	—	$580K	6.4%
Vanguard Target Retirement 2030 Inv Mutual Fund, 12,524 Shares	—	—	—	$474K	5.3%
Vanguard Total Intl Stock Index Admiral Mutual Fund, 10,216 Shares	—	—	—	$324K	3.6%
Vanguard Target Retirement 2035 Inv Mutual Fund, 11,607 Shares	—	—	—	$278K	3.1%
Vanguard Value Index Admiral Mutual Fund, 4,162 Shares	—	—	—	$275K	3.1%
Vanguard Total Bond Market Index Admiral Mutual Fund, 24,541 Shares	—	—	—	$233K	2.6%
Vanguard Target Retirement 2025 Inv Mutual Fund, 12,085 Shares	—	—	—	$226K	2.5%
Vanguard Target Retirement 2060 Inv Mutual Fund, 3,790 Shares	—	—	—	$194K	2.2%
Vanguard Growth Index Admiral Mutual Fund, 916 Shares	—	—	—	$193K	2.2%
American Funds Bond Fund of Amer R6 Mutual Fund, 17,240 Shares	—	—	—	$192K	2.1%
Vanguard Total Stock Mkt Idx Admiral Mutual Fund, 1,101 Shares	—	—	—	$155K	1.7%
Vanguard Target Retirement 2065 Inv Mutual Fund, 3,537 Shares	—	—	—	$119K	1.3%
Vanguard Mid-Cap Index Fund Admiral Mutual Fund, 346 Shares	—	—	—	$113K	1.3%
Vanguard Small Cap Index Admiral Mutual Fund, 966 Shares	—	—	—	$111K	1.2%
Vanguard International Growth Admiral Mutual Fund, 965 Shares	—	—	—	$98K	1.1%
Participant Loans Interest rates ranging from 4.75% - 10.00% -0-	—	—	—	$93K	1.0%
American Funds New World R6 Mutual Fund, 1,127 Shares	—	—	—	$87K	1.0%
Vanguard Mid-Cap Growth Index Admiral Mutual Fund, 705 Shares	—	—	—	$77K	0.9%
PIMCO Income Instl. Mutual Fund, 6,208 Shares	—	—	—	$65K	0.7%
DWS Reef Real Estate Securities R6 Mutual Fund, 2,418 Shares	—	—	—	$52K	0.6%
Key Guaranteed Portfolio Fund Fixed Annuity Contract, 23,640 Units	—	—	—	$50K	0.6%
Vanguard Mid-Cap Value Index Admiral Mutual Fund, 553 Shares	—	—	—	$46K	0.5%
Vanguard Small Cap Value Index Admiral Mutual Fund, 534 Shares	—	—	—	$45K	0.5%
Franklin Gold and Precious Metals R6 Mutual Fund, 1,257 Shares	—	—	—	$24K	0.3%
Vanguard Small Cap Growth Index Admiral Mutual Fund, 223 Shares	—	—	—	$22K	0.2%
Federated Instl. High Yield Bond R6 Mutual Fund, 2,156 Shares	—	—	—	$19K	0.2%
Goldman Sachs Infl. Protected Secs R6 Mutual Fund, 1,720 Shares	—	—	—	$16K	0.2%
Vanguard Total Intl Bond Index Admiral Mutual Fund, 812 Shares	—	—	—	$16K	0.2%
DFA Commodity Strategy I Mutual Fund, 2,647 Shares	—	—	—	$12K	0.1%