Original filing (PDF)20250730135254NAL0006799568001

ATLANTIC CORPORATION OF WILMINGTON, INC.

Name: ATLANTIC CORPORATION OF WILMINGTON, INC. — ATLANTIC CORPORATION OF WILMINGTON, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ATLANTIC CORPORATION OF WILMINGTON, INC.

Form 5500

FILING_RECEIVED

ATLANTIC CORPORATION OF WILMINGTON, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 4

Late participant contributionsFraud / dishonesty lossNo recordkeeper disclosed6 service providers

Active participants

1,144

Accounts w/ balance

1,173

Plan assets (EOY)

$177.8M

Net assets (EOY)

$177.8M

How this plan invests

This plan

24 pooled trusts

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Loss due to fraud or dishonesty reported.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATLANTIC CORPORATION OF WILMINGTON, INC..

Plan sponsor

Name

ATLANTIC CORPORATION OF WILMINGTON, INC.

EIN

56-0797402

Address

806 N 23RD ST · WILMINGTON, NC · 284051802

Phone

(910) 343-0624

Industry

Manufacturingsee 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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

6 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS LLC	26-0058143	—

Investments

29 direct securities · 24 pooled funds· $196.1M(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.

Other securities

$129.5M

27 holdings

Common Collective Trust

$57.5M

15 holdings

Common Collective Trusts

$3.7M

1 holding

Bonds / Notes

$3.5M

1 holding

Pooled Separate Account

$1.8M

9 holdings

					% of plan
Principal Fixed Income Guaranteed Option	Other securities	—	—	$15.5M	8.7%
JPMorgan Large Cap Growth R6 Fund	Other securities	—	—	$14.3M	8.0%
Schwab Self-Directed Brokerage Accounts	Other securities	—	—	$14.0M	7.9%
Vanguard Target Retirement 2035 Inv Fund	Other securities	—	—	$10.8M	6.1%
Vanguard Target Retirement 2030 Inv Fund	Other securities	—	—	$10.6M	5.9%
AGGRESSIVE MAP FREEDOM 401K CL GREAT GRAY TRUST COMPANY · EIN 46-3787800 / PN 184	Common Collective Trust	—	—	$10.4M	5.9%
GROWTH MAP FREEDOM 401K CLASS GREAT GRAY TRUST COMPANY · EIN 46-3773972 / PN 183	Common Collective Trust	—	—	$10.1M	5.7%
Vanguard Target Retirement 2025 Inv Fund	Other securities	—	—	$8.4M	4.7%
Vanguard Target Retirement 2045 Inv Fund	Other securities	—	—	$8.0M	4.5%
MODERATE MAP FREEDOM 401K CL GREAT GRAY TRUST COMPANY · EIN 46-3768480 / PN 182	Common Collective Trust	—	—	$6.8M	3.8%
Vanguard Target Retirement 2040 Inv Fund	Other securities	—	—	$6.8M	3.8%
Vanguard Target Retirement 2050 Inv Fund	Other securities	—	—	$6.8M	3.8%
Northern Trust S&P 500 Index Fund	Other securities	—	—	$6.4M	3.6%
NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002	Common Collective Trust	—	—	$6.4M	3.6%
American Funds Washington Mutual Investors R6 Fund	Other securities	—	—	$6.4M	3.6%
Northern Trust S&P 400 Index Fund	Other securities	—	—	$5.3M	3.0%
NT COLL S&P 400 IDX FD DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 105	Common Collective Trust	—	—	$5.3M	3.0%
Great Gray EuroPacific Growth Class CT	Other securities	—	—	$4.4M	2.5%
GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001	Common Collective Trust	—	—	$4.4M	2.5%
Vanguard Target Retirement 2055 Inv Fund	Other securities	—	—	$4.2M	2.4%
Fidelity Core Plus Commingled Pool Class I	Common Collective Trusts	—	—	$3.7M	2.1%
FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052	Common Collective Trust	—	—	$3.7M	2.1%
Participant Loans** Interest Rates (4.25% - 9.50%)	Bonds / Notes	—	—	$3.5M	2.0%
COLUMBIA TR DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 225	Common Collective Trust	—	—	$3.4M	1.9%
Northern Trust Russell 2000 Index Fund	Other securities	—	—	$2.5M	1.4%
NT COL RSLL 2000 IX FD DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 107	Common Collective Trust	—	—	$2.5M	1.4%
CONS MAP FREEDOM 401K CLASS GREAT GRAY TRUST COMPANY · EIN 46-3750663 / PN 181	Common Collective Trust	—	—	$2.2M	1.2%
INCOME MAP FREEDOM 401K CLASS GREAT GRAY TRUST COMPANY · EIN 46-3745190 / PN 180	Common Collective Trust	—	—	$1.8M	1.0%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	—	—	$1.8M	1.0%
Vanguard Target Retirement 2060 Inv Fund	Other securities	—	—	$1.4M	0.8%
Vanguard Target Retirement Income Inv Fund	Other securities	—	—	$991K	0.6%
Vanguard Target Retirement 2020 Inv Fund	Other securities	—	—	$898K	0.5%
Vanguard Target Retirement 2065 Inv Fund	Other securities	—	—	$812K	0.5%
Lincoln Stable Value Separate Account	Other securities	—	—	$359K	0.2%
Northern Trust ACWI ExUS Investable Market Index	Other securities	—	—	$287K	0.2%
NT COL ACWI XUS I MT IX DCNL 4 NORTHERN TRUST · EIN 45-6138589 / PN 223	Common Collective Trust	—	—	$287K	0.2%
Fidelity Small Cap Growth K6 Fund	Other securities	—	—	$169K	<0.1%
Northern Trust Aggreggate Bond Index Fund	Other securities	—	—	$145K	<0.1%
NT COLL AGG BD IDX FD - NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088	Common Collective Trust	—	—	$145K	<0.1%
Principal Pension Builder (SM) Z	Other securities	—	—	$53K	<0.1%
Principal SmallCap Value II R6 Fund	Other securities	—	—	$52K	<0.1%
MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597	Common Collective Trust	—	—	$33K	<0.1%
Vanguard Target Retirement 2070 Inv Fund	Other securities	—	—	$31K	<0.1%
(E)	Other securities	—	—	$31K	<0.1%
MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616	Common Collective Trust	—	—	$11K	<0.1%
PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109	Pooled Separate Account	—	—	$0	<0.1%
PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068	Pooled Separate Account	—	—	$0	<0.1%
PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108	Pooled Separate Account	—	—	$0	<0.1%
PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107	Pooled Separate Account	—	—	$0	<0.1%
PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106	Pooled Separate Account	—	—	$0	<0.1%