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Original filing (PDF)20250815124816NAL0014431680001
ATLAS CAPITAL SERVICES, INC.
Form 5500
FILING_RECEIVED
ATLAS BUTLER 401(K) PLAN
401(k) retirement plan
Active participants
142
Accounts w/ balance
178
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
12 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLAS CAPITAL SERVICES, INC..
Plan sponsor
Name
ATLAS CAPITAL SERVICES, INC.
EIN
31-1269810
Address
4849 EVANSWOOD DRIVE · COLUMBUS, OH · 43229
Phone
(614) 689-0113
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-08-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC EVERHA | — | DUBLIN, OH | INVESTMENT ADVISOR | $25K | — |
Investments
15 direct securities · 12 pooled funds· $9.4M(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.
Common Collective Trust
$7.0M
12 holdings
Uncategorized
$2.4M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.2M | 13.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $961K | 10.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $885K | 9.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $869K | 9.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $792K | 8.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $748K | 8.0% | |
| Fidelity 500 Index | — | — | — | $714K | 7.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $638K | 6.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $626K | 6.7% | |
| Fidelity Large C ap Growth Index | — | — | — | $233K | 2.5% | |
| Vanguard Equity-Income Adm | — | — | — | $212K | 2.3% | |
| Vanguard Mid C ap Index Fund - Admiral | — | — | — | $201K | 2.1% | |
| Vanguard International Growth Adm | — | — | — | $175K | 1.9% | |
| Vanguard Small C ap Index Adm | — | — | — | $174K | 1.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $144K | 1.5% | |
| Empower T. Rowe Price Mid C ap Gr Inst | — | — | — | $138K | 1.5% | |
| American Funds American Funds New World R6 | — | — | — | $123K | 1.3% | |
| due at various maturity dates through 2029 | — | — | — | $105K | 1.1% | |
| Pimco Income Instl | — | — | — | $82K | 0.9% | |
| Principal Real Estate Securities Fd R-6 | — | — | — | $72K | 0.8% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $66K | 0.7% | |
| Vanguard Mid-C ap Value Index Admiral | — | — | — | $55K | 0.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $43K | 0.5% | |
| learbridge C learbridge Small C ap Growth Is | — | — | — | $31K | 0.3% | |
| Vanguard Small C ap Value Index Admiral | — | — | — | $31K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $19K | 0.2% | |
| Empower T. Rowe Price C apital Appreciation I | — | — | — | $7K | <0.1% |