Original filing (PDF)20251009131045NAL0007038305004

ATKINS & PEARCE, INC.

Name: ATKINS & PEARCE, INC. — ATKINS & PEARCE RETIREMENT PLAN, Form 5500 (2024)
Creator: ATKINS & PEARCE, INC.

Form 5500

FILING_RECEIVED

ATKINS & PEARCE RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

44% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATKINS & PEARCE, INC..

Plan sponsor

Name

ATKINS & PEARCE, INC.

EIN

61-1252163

Address

1 BRAID WAY · COVINGTON, KY · 41017

Phone

(859) 356-2001

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

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

DEAN DORTON ALLEN FORD PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIFTH THIRD BANK	31-0854434	—	NONE	$59K	—

Investments

21 direct securities· $11.9M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
iShares	—	—	$2.2M	$5.3M	44.1%
Dodge & Cox	—	—	$1.1M	$973K	8.2%
Invesco	—	—	$807K	$924K	7.8%
PIMCO	—	—	$1.0M	$871K	7.3%

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