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Original filing (PDF)20250730145520NAL0002020339001
ASI OPERATIONS LLC
Form 5500
FILING_RECEIVED
ATLANTICA 401(K) PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
317
Accounts w/ balance
407
Plan assets (EOY)
$31.9M
Net assets (EOY)
$31.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2030 Fund Vanguard 0" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASI OPERATIONS LLC.
Plan sponsor
Name
ASI OPERATIONS LLC
EIN
45-1075055
Address
1553 W TODD DRIVE · SUITE 204 · TEMPE, AZ · 85283
Phone
(719) 332-4630
Industry
Professional & Technical Servicessee 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
2025-07-30
Pension benefit codes
2S · Automatic enrollment
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MANSPERGER PATTERSON MCMULLIN, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $37K | — |
Investments
29 direct securities· $31.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $8.1M | 25.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $3.3M | 10.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3.1M | 9.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.7M | 8.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.5M | 7.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.0M | 6.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.9M | 6.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $1.3M | 4.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $1.1M | 3.3% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $1.0M | 3.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $842K | 2.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $789K | 2.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $753K | 2.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $523K | 1.6% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $505K | 1.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $356K | 1.1% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $209K | 0.7% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $172K | 0.5% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $160K | 0.5% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $147K | 0.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $78K | 0.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $75K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $73K | 0.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $58K | 0.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $50K | 0.2% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $47K | 0.1% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $44K | 0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $28K | <0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $7K | <0.1% |
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