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Original filing (PDF)20251015201119NAL0007369408001
ATTOM DATA SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
ATTOM DATA SOLUTIONS, LLC 401 (K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
94
Accounts w/ balance
123
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATTOM DATA SOLUTIONS, LLC.
Plan sponsor
Name
ATTOM DATA SOLUTIONS, LLC
EIN
38-3853762
Address
1 VENTURE · SUITE 300 · IRVINE, CA · 92618
Phone
(949) 502-8300
Industry
Information / Tech / Mediasee 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
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $27K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan Large Cap Growth Fund Class R5 | — | — | — | $1.8M | 15.9% | |
| Fidelity Investments Fidelity Advisor Freedom 2030 Fund Class Z | — | — | — | $1.7M | 15.1% | |
| Fidelity Investments Fidelity Advisor Freedom 2050 Fund Class Z | — | — | — | $1.2M | 10.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2045 Fund Class Z | — | — | — | $1.0M | 9.0% | |
| Fidelity Investments Fidelity Advisor Freedom 2040 Fund Class Z | — | — | — | $1.0M | 8.9% | |
| Fidelity Investments Fidelity Advisor Freedom 2025 Fund Class Z | — | — | — | $749K | 6.6% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $642K | 5.6% | |
| Fidelity Investments Fidelity Advisor Freedom 2055 Fund Class Z | — | — | — | $640K | 5.6% | |
| Fidelity Investments Fidelity Advisor Freedom 2035 Fund Class Z | — | — | — | $594K | 5.2% | |
| MFS Value Fund Class R4 | — | — | — | $317K | 2.8% | |
| Janus Henderson Janus Henderson Balanced Fund Class T | — | — | — | $313K | 2.7% | |
| Fidelity Investments Fidelity Advisor Freedom 2060 Fund Class Z | — | — | — | $205K | 1.8% | |
| maturing through May 2029 0 | — | — | — | $198K | 1.7% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $181K | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $155K | 1.4% | |
| PIMCO Investments PIMCO Total Return Fund Institutional Class | — | — | — | $145K | 1.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2020 Fund Class Z | — | — | — | $143K | 1.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $104K | 0.9% | |
| Fidelity Investments Fidelity Advisor Focused Emerging Markets Fund Class A | — | — | — | $71K | 0.6% | |
| BlackRock Global Allocation Fund, Inc. Institutional Shares | — | — | — | $49K | 0.4% | |
| Fidelity Investments Fidelity Advisor Freedom 2010 Fund - Class Z | — | — | — | $38K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom INC Fund Class Z | — | — | — | $35K | 0.3% | |
| Fidelity Investments Fidelity Advisor Strategic Income Fund Class A | — | — | — | $34K | 0.3% | |
| Fidelity Investments Fidelity Advisor International Discovery Fund Class A | — | — | — | $22K | 0.2% | |
| Fidelity Investments Fidelity Advisor Limited Term Bond Fund Class A | — | — | — | $19K | 0.2% |
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