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Original filing (PDF)20260226130833NAL0007286259001
ATLAS MECHANICAL, INC.
Form 5500
FILING_RECEIVED
ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.3 mo
Active participants
249
Accounts w/ balance
294
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
87
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.3 months past the 10.5-month grace window.
- 73 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 ATLAS MECHANICAL, INC..
Plan sponsor
Name
ATLAS MECHANICAL, INC.
EIN
33-0467796
Address
8260 SUITE B CAMINO SANTA FE · SAN DIEGO, CA · 92121
Phone
(816) 769-2724
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2026-02-26
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
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | — | OMAHA, NE | INVESTMENT ADVISOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
21 direct securities · 5 pooled funds· $6.9M(99% 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
$6.4M
21 holdings
Common Collective Trust
$542K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index Ret K Mutual fund N/A | — | — | — | $1.2M | 17.6% | |
| Lessor, or Similar Party Par, or Maturity Value Cost Value BlackRock LifePath Index 2030 K Mutual fund N/A | — | — | — | $902K | 12.9% | |
| BlackRock LifePath Index 2035 K Mutual fund N/A | — | — | — | $885K | 12.6% | |
| BlackRock LifePath Index 2050 K Mutual fund N/A | — | — | — | $594K | 8.5% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $521K | 7.4% | |
| BlackRock LifePath Index 2060 K Mutual fund N/A | — | — | — | $474K | 6.8% | |
| BlackRock LifePath Index 2045 K Mutual fund N/A | — | — | — | $399K | 5.7% | |
| BlackRock LifePath Index 2040 K Mutual fund N/A | — | — | — | $325K | 4.6% | |
| Notes receivable from participants Maturing 2024 - 2036 at interest rates of 4.25% to 9.50% - | — | — | — | $318K | 4.5% | |
| Vanguard 500 Index Admiral Mutual fund N/A | — | — | — | $267K | 3.8% | |
| BlackRock LifePath Index 2055 K Mutual fund N/A | — | — | — | $266K | 3.8% | |
| BlackRock LifePath Index 2065 K Mutual fund N/A | — | — | — | $226K | 3.2% | |
| BrandywineGLOBAL High Yield IS Mutual fund N/A | — | — | — | $168K | 2.4% | |
| Small Cap Value Fund II Fee Class R1 Common collective trust N/A 663 * Key Guaranteed Portfolio Fund Fixed Annuities N/A | — | — | — | $70K | 1.0% | |
| JPMorgan Equity Income R6 Mutual fund N/A 537 MFS Mid Cap Value R6 Mutual fund N/A | — | — | — | $59K | 0.8% | |
| MFS Research International R6 Mutual fund N/A | — | — | — | $50K | 0.7% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual fund N/A | — | — | — | $38K | 0.5% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund N/A | — | — | — | $36K | 0.5% | |
| Vanguard Small Cap Index Adm Mutual fund N/A | — | — | — | $31K | 0.4% | |
| Janus Henderson Balanced N Mutual fund N/A | — | — | — | $26K | 0.4% | |
| Principal Real Estate Securities Fd R6 Mutual fund N/A | — | — | — | $18K | 0.3% | |
| TCW MetWest Total Return Bond I Mutual fund N/A | — | — | — | $13K | 0.2% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $13K | 0.2% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $6K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2K | <0.1% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $663 | <0.1% |