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Original filing (PDF)20241015181920NAL0017032979001
ATLANCO, LLC
Form 5500
FILING_RECEIVED
ATLANCO 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
100
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANCO, LLC.
Plan sponsor
Name
ATLANCO, LLC
EIN
38-3935456
Address
1125 HAYES INDUSTRIAL DRIVE · MARIETTA, GA · 300622428
Phone
(770) 427-1334
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HLB GROSS COLLINS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWBC INVESTMENT ADVISORY SERVICES | 75-1553739 | — | INVESTMENT ADVISOR | $18K | — |
Investments
1 pooled fund· $7.9M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERITAS LIFE INS CORP SEP ACCT G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | $7.9M | 100.0% |
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