Back to filter
Original filing (PDF)20251002094925NAL0000287201001
ATLANTIC EMERGENCY SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
ATLANTIC EMERGENCY SOLUTIONS, INC 401(K) PLAN
401(k) retirement plan
Active participants
347
Accounts w/ balance
361
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTIC EMERGENCY SOLUTIONS, INC..
Plan sponsor
Name
ATLANTIC EMERGENCY SOLUTIONS, INC.
EIN
27-3187193
Address
144 FREEDOM BLVD · YORKTOWN, VA · 23692
Phone
(757) 234-7569
Industry
Retail Tradesee 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
2025-10-02
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
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COLBY & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $22K | — |
Investments
31 direct securities · 1 pooled fund· $14.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.6M
31 holdings
Common Collective Trust
$117K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $2.1M | 14.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.1M | 14.0% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $1.4M | 9.5% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $1.3M | 8.8% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $1.1M | 7.8% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $1.0M | 7.1% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $711K | 4.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $710K | 4.8% | |
| JPMorgan Small Cap Growth R6 JP Morgan 0 | — | — | — | $545K | 3.7% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $423K | 2.9% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $354K | 2.4% | |
| JPMorgan U.S. Small Company R6 JP Morgan 0 | — | — | — | $270K | 1.8% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $267K | 1.8% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $264K | 1.8% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $260K | 1.8% | |
| Allspring Core Bond R6 Allspring 0 | — | — | — | $223K | 1.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $220K | 1.5% | |
| American Funds Inc Fund of Amer R6 American Funds 0 | — | — | — | $207K | 1.4% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $148K | 1.0% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $146K | 1.0% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $142K | 1.0% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $137K | 0.9% | |
| T. ROWE PRICE STABLE VALUE CTF A T. ROWE PRICE · EIN 52-1309931 / PN 456 | Common Collective Trust | — | — | $117K | 0.8% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $94K | 0.6% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $91K | 0.6% | |
| American Funds New World R6 American Funds 0 | — | — | — | $82K | 0.6% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $66K | 0.4% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | — | — | — | $32K | 0.2% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | — | — | — | $31K | 0.2% | |
| Nuveen Lifestyle Aggressive Growth R6 Nuveen 0 | — | — | — | $28K | 0.2% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $27K | 0.2% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $12K | <0.1% |
Related plans
Other plans using NEWPORT GROUP, INC.
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
WINCO HOLDINGS, INC.
WINCO EMPLOYEE STOCK OWNERSHIP PLAN
$5.0B · 17,907 participants
BMO FINANCIAL CORP.
BMO 401(K) SAVINGS PLAN
$5.0B · 19,696 participants
COGNIZANT TECHNOLOGY SOLUTIONS
COGNIZANT TECHNOLOGY SOLUTIONS 401(K) SAVINGS PLAN
$3.0B · 38,923 participants
ARAMARK RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES
ARAMARK RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES
$1.3B · 20,665 participants
Similar-size Retail Trade plans
BOB SUMEREL TIRE COMPANY
BOB SUMEREL TIRE CO., INC 401(K) AND PROFIT SHARING PLAN
$14.7M · 466 participants
WATERS TRUCK AND TRACTOR CO. INC.
WATERS 401(K) PROFIT SHARING PLAN
$15.0M · 256 participants
M & L INDUSTRIES, LLC
M & L INDUSTRIES, LLC / M & L ENGINE, LLC PROFIT SHARING 401(K) PLAN
$15.0M · 87 participants
BIRD RIDES, INC.
BIRD RIDES, INC. 401(K) PLAN
$14.2M · 380 participants
GREATER RICHMOND BUSINESS, INC.
GREATER RICHMOND BUSINESS, INC. CASH OR DEFERRAL PROFIT SHARING PLAN
$14.0M · 129 participants
BLUE JAY TRANSIT INC.
BLUE JAY TRANSIT INC 401(K)
$14.0M · 447 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B