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Original filing (PDF)20251008165620NAL0006162321003
ATTIC CORRECTIONAL SERVICES, INC.
Form 5500
FILING_RECEIVED
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF ATTIC CORRECTIONAL SERVICES, INC.
Defined-contribution retirement plan
Active participants
80
Accounts w/ balance
140
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATTIC CORRECTIONAL SERVICES, INC..
Plan sponsor
Name
ATTIC CORRECTIONAL SERVICES, INC.
EIN
39-1371291
Address
PO BOX 7370 · MADISON, WI · 537077370
Phone
(608) 223-0017
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
2025-10-08
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEGNER CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | 13-1614399 | NEW YORK, NY | RECORDKEEPER | $3K | — |
Investments
39 direct securities · 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.
Uncategorized
$4.0M
38 holdings
Pooled Separate Account
$3.8M
1 holding
Pooled Separate Accounts
$137K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $3.8M | 91.0% | |
| Mutual of America Composite Fund | — | — | — | $684K | 16.4% | |
| Fidelity Investments VIP Equity Contrafund | — | — | — | $337K | 8.1% | |
| Fully Benefit Responsive Investment Contract ** * Mutual of America Interest Accumulation Account | — | — | — | $316K | 7.6% | |
| Mutual of America Equity Index Fund | — | — | — | $313K | 7.5% | |
| Mutual of America Retirement 2035 Fund | — | — | — | $271K | 6.5% | |
| Mutual of America Retirement 2045 Fund | — | — | — | $259K | 6.2% | |
| Fidelity Investments VIP Equity Income | — | — | — | $215K | 5.2% | |
| T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $171K | 4.1% | |
| Mutual of America Mid-Cap Equity Index Fund | — | — | — | $155K | 3.7% | |
| Mutual of America Retirement 2015 Fund ** 46 * Mutual of America Retirement 2020 Fund ** 51 * Mutual of America Retirement 2025 Fund ** 266 * Mutual of America Retirement 2030 Fund | — | — | — | $145K | 3.5% | |
| American Century VP Capital Appreciation Fund | Pooled Separate Accounts | — | — | $137K | 3.3% | |
| Vanguard Total Bond Mkt I Prt ** 976 Vanguard VIF Diversified Value Portfolio | — | — | — | $134K | 3.2% | |
| Mutual of America Aggressive Allocation Fund | — | — | — | $118K | 2.8% | |
| Mutual of America Small-Cap Value Fund | — | — | — | $114K | 2.7% | |
| Mutual of America Small Cap Growth Fund | — | — | — | $100K | 2.4% | |
| Mutual of America Retirement 2040 Fund | — | — | — | $86K | 2.1% | |
| Mutual of America Mid-Cap Value Fund ** 593 * Mutual of America Mid-Term Bond Fund | — | — | — | $81K | 1.9% | |
| Mutual of America Bond Fund | — | — | — | $70K | 1.7% | |
| Oppenheimer VI Main Street | — | — | — | $70K | 1.7% | |
| DWS Capital Growth VIP | — | — | — | $68K | 1.6% | |
| Vanguard VIF International Portfolio | — | — | — | $53K | 1.3% | |
| participants maturities through 2029 -0- | — | — | — | $36K | 0.9% | |
| Fidelity Investments VIP Mid-Cap | — | — | — | $33K | 0.8% | |
| Mutual of America All America Fund | — | — | — | $30K | 0.7% | |
| Mutual of America Retirement 2060 Fund | — | — | — | $26K | 0.6% | |
| Mutual of America Moderate Allocation Fund | — | — | — | $22K | 0.5% | |
| Mutual of America Retirement 2055 Fund | — | — | — | $21K | 0.5% | |
| Mutual of America Retirement 2050 Fund | — | — | — | $20K | 0.5% | |
| Calvert Social Balanced Portfolio | — | — | — | $13K | 0.3% | |
| Mutual of America Conservative Allocation Fund | — | — | — | $12K | 0.3% | |
| Fidelity Investments VIP Asset Manager | — | — | — | $9K | 0.2% | |
| Mutual of America International Fund | — | — | — | $7K | 0.2% | |
| Goldman Sachs VIT US Equity Insights | — | — | — | $6K | 0.1% | |
| Mutual of America Money Market Fund | — | — | — | $6K | 0.1% | |
| Goldman Sachs VIT Small Cap Eq Insights | — | — | — | $3K | <0.1% | |
| Pimco VIT Real Return Portfolio | — | — | — | $3K | <0.1% | |
| Vanguard VIF REIT Index Portfolio | — | — | — | $3K | <0.1% | |
| American Funds IS New World Fund | — | — | — | $2K | <0.1% | |
| Mutual of America Retirement Income Fund | — | — | — | $1K | <0.1% |