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Original filing (PDF)20251007092314NAL0004553217001
ATCS, PLC
Form 5500
FILING_RECEIVED
ATCS, P.L.C. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
292
Accounts w/ balance
416
Plan assets (EOY)
$35.6M
Net assets (EOY)
$35.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 ATCS, PLC.
Plan sponsor
Name
ATCS, PLC
EIN
54-1718076
Address
13861 SUNRISE VALLEY DRIVE · SUITE 200 · HERNDON, VA · 20171
Phone
(703) 430-7500
Industry
Engineering Services· 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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MEIHAUS CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $52K | — |
| OSAIC FA INC | 35-1151034 | — | ADVISOR | $9K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
27 direct securities · 1 pooled fund· $35.9M(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
$35.2M
27 holdings
Common Collective Trust
$684K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth - | — | — | — | $5.3M | 14.9% | |
| American Funds American Funds Target Date 2040 - | — | — | — | $3.7M | 10.3% | |
| American Funds American Funds Target Date 2030 - | — | — | — | $3.0M | 8.5% | |
| Fidelity Investments Fidelity 500 Index - | — | — | — | $2.3M | 6.5% | |
| American Funds American Funds Target Date 2055 - | — | — | — | $2.1M | 5.9% | |
| American Funds American Funds Target Date 2045 - | — | — | — | $2.1M | 5.9% | |
| American Funds American Funds Target Date 2035 - | — | — | — | $2.0M | 5.7% | |
| American Funds American Funds Washington Mutual - | — | — | — | $2.0M | 5.6% | |
| Victory Capital Victory Sycamore Established Value - | — | — | — | $2.0M | 5.5% | |
| Fidelity Investments Fidelity Mid Cap Index - | — | — | — | $1.6M | 4.5% | |
| American Funds American Funds Target Date 2050 - | — | — | — | $1.4M | 4.0% | |
| Fidelity Investments Fidelity Advisor Small Cap Growth - | — | — | — | $1.2M | 3.4% | |
| American Funds American Funds Target Date 2060 - | — | — | — | $1.2M | 3.3% | |
| Victory Capital Victory Sycamore Small Company - | — | — | — | $1.0M | 2.9% | |
| American Funds American Funds Target Date 2025 - | — | — | — | $789K | 2.2% | |
| Fidelity Investments Fidelity Advisor Stable Value I - | — | — | — | $733K | 2.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $684K | 1.9% | |
| Fidelity Investments Fidelity Advisor Strategic Income - | — | — | — | $505K | 1.4% | |
| American Funds American Funds Target Date 2065 - | — | — | — | $423K | 1.2% | |
| Fidelity Investments Fidelity Advisor International Small Cap - | — | — | — | $308K | 0.9% | |
| Fidelity Investments Fidelity Brokerage Accounts - | — | — | — | $275K | 0.8% | |
| Fidelity Investments Fidelity US Bond Index - | — | — | — | $264K | 0.7% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares - | — | — | — | $232K | 0.7% | |
| American Funds American Funds Target Date 2020 - | — | — | — | $216K | 0.6% | |
| American Funds American Funds Target Date 2010 - | — | — | — | $211K | 0.6% | |
| American Funds American Funds New World - | — | — | — | $206K | 0.6% | |
| PIMCO Total Return Institutional - | — | — | — | $114K | 0.3% | |
| American Funds American Funds Target Date 2015 - | — | — | — | $20K | <0.1% |