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Original filing (PDF)20251015105708NAL0008849778001
ATRIUM CENTERS MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
ATRIUM CENTERS 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,482
Accounts w/ balance
480
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
65
Knocking points off
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATRIUM CENTERS MANAGEMENT, LLC.
Plan sponsor
Name
ATRIUM CENTERS MANAGEMENT, LLC
EIN
36-4533744
Address
2550 CORPORATE EXCHANGE DRIVE, · SUITE 200 · COLUMBUS, OH · 43231
Phone
(614) 416-0600
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
2025-10-15
Pension benefit codes
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
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $60K | — |
| EVERHART ADVISORS | — | DUBLIN, OH | NONE | $32K | — |
Investments
30 direct securities · 3 pooled funds· $17.7M(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.
Uncategorized
$17.1M
30 holdings
Common Collective Trust
$544K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $2.6M | 14.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.4M | 13.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $2.2M | 12.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.8M | 10.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.6M | 8.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $969K | 5.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $953K | 5.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $896K | 5.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $385K | 2.2% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $365K | 2.1% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $317K | 1.8% | |
| Columbia Small Cap Index I2 Columbia 0 | — | — | — | $314K | 1.8% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $310K | 1.8% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $290K | 1.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $246K | 1.4% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $238K | 1.3% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $237K | 1.3% | |
| GG EUROPACIFIC GROWTH TRUST R1 GREAT GRAY TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $234K | 1.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $187K | 1.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $162K | 0.9% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $133K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $123K | 0.7% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $100K | 0.6% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $97K | 0.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $89K | 0.5% | |
| American Funds New World R6 American Funds 0 | — | — | — | $85K | 0.5% | |
| Principal High Yield Instl Principal 0 | — | — | — | $71K | 0.4% | |
| American Funds Capital World Bond R6 American Funds 0 | — | — | — | $68K | 0.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $66K | 0.4% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $56K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $21K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $11K | <0.1% | |
| CORE PLUS BOND FUND II R1 GREAT GRAY TRUST · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% |
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