Back to filter
Original filing (PDF)20250730093754NAL0005292480001
A-TEK, INC.
Form 5500
FILING_RECEIVED
A-TEK, INC. 401(K) PLAN
401(k) retirement plan
Active participants
227
Accounts w/ balance
266
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
8 pooled trusts
Schedule D
24 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A-TEK, INC..
Plan sponsor
Name
A-TEK, INC.
EIN
54-1783662
Address
1430 SPRING HILL ROAD · #450 · MCLEAN, VA · 22102
Phone
(703) 443-6900
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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
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
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | — | ADVISOR | $33K | — |
Investments
21 direct securities · 8 pooled funds· $23.2M(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
$13.7M
20 holdings
Common Collective Trust
$7.1M
8 holdings
Mutual Funds
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $2.6M | 13.7% | |
| s * Fidelity Freedom Index 2040 IPR Fund | Mutual Funds | — | — | $2.4M | 12.5% | |
| T. Rowe Price Large Cap Growth Fund | — | — | — | $2.1M | 10.8% | |
| TRP LRG CAP GR TR E T. ROWE PRICE TRUST COMPANY · EIN 37-1943656 / PN 001 | Common Collective Trust | — | — | $2.1M | 10.8% | |
| Fidelity Freedom Index 2045 IPR Fund | — | — | — | $1.4M | 7.5% | |
| BlackRock Advantage SMID Cap Fund | — | — | — | $1.2M | 6.6% | |
| Fidelity Freedom Index 2030 IPR Fund | — | — | — | $1.1M | 5.7% | |
| Fidelity Freedom Index 2050 IPR Fund | — | — | — | $1.1M | 5.7% | |
| Invesco Stable Value Trust Fund | — | — | — | $1.0M | 5.5% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.0M | 5.5% | |
| State Street RSL Small/Mid Cap Equity Index Fund | — | — | — | $879K | 4.6% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $879K | 4.6% | |
| American Funds EuroPacific Growth Fund | — | — | — | $777K | 4.1% | |
| MEIKX Value Fund | — | — | — | $741K | 3.9% | |
| Fidelity Freedom Index 2035 IPR Fund | — | — | — | $730K | 3.8% | |
| Fidelity Freedom Index 2055 IPR Fund | — | — | — | $573K | 3.0% | |
| participant accounts | — | — | — | $494K | 2.6% | |
| Fidelity Freedom Index Income Fund | — | — | — | $288K | 1.5% | |
| Fidelity Freedom Index 2025 IPR Fund | — | — | — | $282K | 1.5% | |
| Fidelity Freedom Index 2060 IPR Fund | — | — | — | $254K | 1.3% | |
| Fidelity Freedom Index 2020 IPR Fund | — | — | — | $250K | 1.3% | |
| State Street Global All Cap Equity ex-US Index Fund | — | — | — | $210K | 1.1% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $210K | 1.1% | |
| PRU CORE BOND 7 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 125 | Common Collective Trust | — | — | $191K | 1.0% | |
| PIMCO Income Fund | — | — | — | $152K | 0.8% | |
| SS US BOND INDEX M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $132K | 0.7% | |
| Fidelity Freedom Index 2065 IPR Fund | — | — | — | $85K | 0.4% | |
| State Street US Inflation Protected Bond Index Fund | — | — | — | $32K | 0.2% | |
| SS US INFL PROT BD C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $32K | 0.2% |