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Original filing (PDF)20251014132203NAL0001451667001
ATHLETICO, LTD.
Form 5500
FILING_RECEIVED
ATHLETICO, LTD. EMPLOYEES PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,048
Accounts w/ balance
11,216
Plan assets (EOY)
$410.3M
Net assets (EOY)
$410.3M
How this plan invests
This plan
15 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATHLETICO, LTD..
Plan sponsor
Name
ATHLETICO, LTD.
EIN
36-3771769
Address
2122 YORK ROAD, SUITE 300 · OAK BROOK, IL · 60523
Phone
(630) 575-6280
Industry
Health Care & Social Assistancesee 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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $307K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $92K | — |
Investments
14 direct securities · 15 pooled funds· $409.0M(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
$348.1M
15 holdings
Uncategorized
$60.9M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $58.4M | 14.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $57.5M | 14.0% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $55.0M | 13.4% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $49.1M | 12.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $37.8M | 9.2% | |
| Shares of Registered Investment Companies Fidelity 500 Index Fund | — | — | — | $32.0M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $29.0M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $27.5M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $15.1M | 3.7% | |
| JP Morgan Large Cap Growth Fund R6 | — | — | — | $9.9M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $5.8M | 1.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.5M | 1.1% | |
| JP Morgan Equity Income Fund R6 | — | — | — | $3.6M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.8% | |
| Fidelity Extended Market Index Fund | — | — | — | $2.8M | 0.7% | |
| MFS International Diversification Fund R6 | — | — | — | $2.5M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| Fidelity Global EX U.S. Index Fund | — | — | — | $1.8M | 0.4% | |
| Allspring Special Mid Cap Value Fund R6 | — | — | — | $1.5M | 0.4% | |
| Principal Small Cap Growth Fund R6 | — | — | — | $1.5M | 0.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $1.3M | 0.3% | |
| Allspring Special Small Cap Value Fund R6 | — | — | — | $1.3M | 0.3% | |
| Blackrock Total Return Fund K | — | — | — | $1.1M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $862K | 0.2% | |
| Principal Real Estate Securities Fund R6 | — | — | — | $832K | 0.2% | |
| PIMCO Real Return | — | — | — | $720K | 0.2% | |
| T. Rowe Price Government Money Market Fund | — | — | — | $250K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% |
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