Original filing (PDF)20260130102131NAL0005208033001

Atlanta Chapter, Independent Electrical Contractors, Inc.

Name: Atlanta Chapter, Independent Electrical Contractors, Inc. — Form 5500 Plan 333 (2024)
Creator: Atlanta Chapter, Independent Electrical Contractors, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

IEC Members Savings Plan

401(k) retirement plan · Atlanta Chapter, Independent Electrical Contractors, Inc.'s IEC Members Savings Plan held $37.7M in plan assets for 1,234 participants in 2024.

Signals · 5

Late filing · 2.5 moLate participant contributionsCorrective distributions issuedNo recordkeeper disclosed6 service providers

Active participants

1,234

Accounts w/ balance

925

Plan assets (EOY)

$37.7M

Net assets (EOY)

$37.7M

Plan identifiers

Atlanta Chapter, Independent Electrical Contractors, Inc.'s EIN is 58-0956500.

EIN 58-0956500

Plan number 333

Plan year 2024

ACK ID 20260130102131NAL0005208033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atlanta Chapter, Independent Electrical Contractors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atlanta Chapter, Independent Electrical Contractors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATLANTA CHAPTER, INDEPENDENT ELECTRICAL CONTRACTORS, INC..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

47 securities

funds · stocks · CUSIPs

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

Plan health score

Below-average — multiple flags

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

Filed 2.5 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 234K (4% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (10th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

ATLANTA CHAPTER, INDEPENDENT ELECTRICAL CONTRACTORS, INC.

EIN

all filings

Address

4500 WINTERS CHAPEL RD · ATLANTA, GA · 30360

Phone

(770) 242-9277

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-01-30

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

6 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH, INC.	42-1445429	—	BROKER DEALER	$12K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
JJM CPA	47-2940358	—	NONE	$14K	—

Investments

47 direct securities · 1 pooled fund· $37.6M(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.

Mutual Funds

$23.9M

36 holdings

Other securities

$7.1M

8 holdings

Common Collective Trusts

$3.7M

2 holdings

Common Collective Trust

$2.5M

1 holding

Participant loans

$362K

1 holding

					% of plan
Pioneer Fundamental Growth	Other securities	—	—	$3.9M	10.4%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$3.2M	8.5%
Vanguard Total Stock Market Index	Common Collective Trusts	—	—	$2.8M	7.5%
Vanguard Target Retirement 2030	Mutual Funds	—	—	$2.7M	7.0%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$2.6M	6.8%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$2.5M	6.8%
GR GRAY III FOR METLIFE GAC 25554 GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094	Common Collective Trust	—	—	$2.5M	6.5%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$1.8M	4.8%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$1.2M	3.1%
Janus Henderson Triton	Mutual Funds	—	—	$1.0M	2.7%
JP Morgan Equity Income	Other securities	—	—	$970K	2.6%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$894K	2.4%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$861K	2.3%
Schwab S&P 500 Index	Common Collective Trusts	—	—	$847K	2.2%
Transamerica High Yield Bond	Other securities	—	—	$806K	2.1%
Vanguard Value Index	Mutual Funds	—	—	$580K	1.5%
DFA Intl Sustainability	Mutual Funds	—	—	$572K	1.5%
DFA Inflation Protected	Mutual Funds	—	—	$479K	1.3%
Vanguard Target Retirement 2065	Mutual Funds	—	—	$474K	1.3%
Fidelity Strategic Div & Income	Mutual Funds	—	—	$458K	1.2%
Newberger Berman Genisis	Other securities	—	—	$444K	1.2%
PGIM Total Return Bond	Other securities	—	—	$390K	1.0%
American Funds American Balanced	Mutual Funds	—	—	$368K	1.0%
Participants Participant loans (interest rates range from	Participant loans	—	—	$362K	1.0%
Vanguard International Value	Mutual Funds	—	—	$353K	0.9%
DFA US Vector Equity	Mutual Funds	—	—	$351K	0.9%
Vanguard Target Retirement 2020	Mutual Funds	—	—	$349K	0.9%
Nuveen Large Cap Growth Index	Mutual Funds	—	—	$346K	0.9%
American Funds New Perspective	Mutual Funds	—	—	$345K	0.9%
DFA US Targeted Value	Mutual Funds	—	—	$318K	0.8%
Pioneer Strategic Income	Other securities	—	—	$317K	0.8%
Vanguard Small Cap Value Index	Mutual Funds	—	—	$283K	0.7%
Fidelity Mid Cap Index	Mutual Funds	—	—	$281K	0.7%
American Funds Smallcap World	Mutual Funds	—	—	$243K	0.6%
Vanguard Small Cap Growth Index	Mutual Funds	—	—	$228K	0.6%
$ Vanguard REIT Index	Mutual Funds	—	—	$217K	0.6%
Vanguard International Growth	Mutual Funds	—	—	$214K	0.6%
PGIM Jennison Utility	Other securities	—	—	$197K	0.5%
Vanguard Target Retirement Income	Mutual Funds	—	—	$125K	0.3%
Fidelity US Bond Index	Mutual Funds	—	—	$118K	0.3%
Invesco Small Cap Equity	Mutual Funds	—	—	$101K	0.3%
Alliance Bernstein Global Bond	Other securities	—	—	$99K	0.3%
Fidelity Emerging Markets	Mutual Funds	—	—	$97K	0.3%
Vanguard Life Strategy Growth	Mutual Funds	—	—	$67K	0.2%
American Funds Washington Mutual Investors	Mutual Funds	—	—	$62K	0.2%
Vanguard Life Strategy Moderate Growth	Mutual Funds	—	—	$62K	0.2%
Vanguard Life Strategy Income	Mutual Funds	—	—	$51K	0.1%
Invesco Global Real Estate	Mutual Funds	—	—	$51K	0.1%

1–48 of 48

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$21.6M MetLife$2.5M Dimensional / DFA$1.7M Janus Henderson$1.0M American Funds (Capital Group)$1.0M JPMorgan$970K Fidelity$954K Schwab$847K Transamerica$806K

Related plans

Other plans using Ameritas Life Insurance Corp.

Ameritas Holding Company

Ameritas 401(k) Retirement Plan

$821.8M · 2,458 participants

Healthequity Retirement Services, LLC

Retirement Income Security Plan

$649.1M

Atlas Technical Consultants, LLC

Atlas Technical Consultants 401(k) Plan

$326.2M · 3,506 participants

Tandem Management, LLC

Tandem HR, LLC 401(k) Plan

$309.9M · 9,352 participants

Tandem HR, LLC

Tandem HR, LLC 401(k) Plan

$285.3M · 9,692 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS LIFE INSURANCE CORP	47-0098400	—	NONE	$129K	—
BENSOURCE EMPLOYEE BENEFITS	27-1598845	—	NONE	$87K	—
CHARLES SCHWAB BANK	82-3967259	—	NONE	$15K	—
SMITH & HOWARD	58-1250486	—	NONE	$6K	—