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Original filing (PDF)20251015143659NAL0002465363001
ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL
Form 5500
FILING_RECEIVED
ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
219
Accounts w/ balance
245
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL.
Plan sponsor
Name
ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL
EIN
47-1504209
Address
22 MARBLE HILL AVENUE · BRONX, NY · 10468
Phone
(718) 684-7430
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MENGEL, METZGER, BARR & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $5K | — |
| THE PINNACLE FINANCIAL GROUP | 90-0950862 | — | SERVICE PROVIDER | $0 | — |
Investments
26 direct securities · 1 pooled fund· $5.5M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.2M
24 holdings
Common Collective Trusts
$114K
1 holding
Pooled Separate Account
$114K
1 holding
Mutual Funds
$46K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Trgt Retire 2055 Fd | — | — | — | $979K | 17.4% | |
| Vangrd Trgt Retire 2045 Fd | — | — | — | $600K | 10.7% | |
| Vangrd Trgt Retire 2050 Fd | — | — | — | $504K | 9.0% | |
| Vangrd Trgt Retire 2040 Fd | — | — | — | $496K | 8.8% | |
| Vangrd Tot St Mkt Indx Fd Adm | — | — | — | $436K | 7.8% | |
| Fid US Bd Id Fd | — | — | — | $333K | 5.9% | |
| Fidelity 500 Index Fund | — | — | — | $295K | 5.3% | |
| Vangrd Trgt Retire 2060 Fd | — | — | — | $243K | 4.3% | |
| Vangrd Trgt Retire Inc Fd 801 iShares MSCI EAFE Index Fnd K | — | — | — | $234K | 4.2% | |
| Vangrd Trgt Retire 2030 Fd | — | — | — | $147K | 2.6% | |
| DFA Emerging Markets Pt Ins | — | — | — | $139K | 2.5% | |
| JPMorgan LgCp Grw Fnd R6 | — | — | — | $134K | 2.4% | |
| * Voya Fixed Account (4634) | Common Collective Trusts | — | — | $114K | 2.0% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INS. AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $114K | 2.0% | |
| Vangrd Trgt Retire 2035 Fd | — | — | — | $94K | 1.7% | |
| Vangrd Trgt Retire 2065 Fd | — | — | — | $93K | 1.7% | |
| Vangrd Balanced Index Fnd Adm | — | — | — | $85K | 1.5% | |
| Neuberg Berm MdCp Grw Fnd R6 | — | — | — | $59K | 1.1% | |
| DFA US Targeted Vl Port Ins | — | — | — | $56K | 1.0% | |
| AmCen Shrt Dur In Pr Bd Fd R6 | — | — | — | $53K | 0.9% | |
| American Funds Nw Prspctv R6 | — | — | — | $49K | 0.9% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $46K | 0.8% | |
| Vangrd Trgt Retire 2020 Fd 316 Vangrd Trgt Retire 2025 Fd | — | — | — | $43K | 0.8% | |
| Cohen&Steers Real Est S Fd Z | — | — | — | $40K | 0.7% | |
| BlkRck High Yield Bnd Port K | — | — | — | $36K | 0.6% | |
| American Funds Wash Mutual R6 | — | — | — | $28K | 0.5% | |
| Neuberg Berm Genesis Fund R6 | — | — | — | $14K | 0.2% |
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