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Original filing (PDF)20260305103209NAL0006363280001
ATRIUM HOSPITALITY LP
Form 5500
FILING_RECEIVED
ATRIUM HOSPITALITY LP 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.6 mo
Active participants
5,471
Accounts w/ balance
3,019
Plan assets (EOY)
$101.5M
Net assets (EOY)
$101.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
86
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- Filed 3.6 months past the 10.5-month grace window.
- 41 bps in Schedule C fees — 309% above peer band of 10 bps.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATRIUM HOSPITALITY LP.
Plan sponsor
Name
ATRIUM HOSPITALITY LP
EIN
61-1756067
Address
12735 MORRIS ROAD EXT · SUITE 400 · ALPHARETTA, GA · 30004
Phone
(678) 335-6935
Industry
Accommodation & Food 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
2026-03-05
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $365K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $33K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT LLC | 45-4084437 | — | ACCOUNTANT | $17K | — |
Investments
25 direct securities · 2 pooled funds· $108.9M(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
$97.9M
24 holdings
Common Collective Trust
$7.4M
2 holdings
Mutual Funds
$3.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Hartford Funds HARTFORD DIVIDEND & GROWTH R6 | — | — | — | $10.2M | 10.1% | |
| JPMorgan LARGE CAP GROWTH R6 | — | — | — | $9.7M | 9.6% | |
| BlackRock ISHARES S&P 500 INDEX K | — | — | — | $7.7M | 7.6% | |
| Common collective fund Capital Preservation Fund Federated Capital Preservation Fund-R6 | — | — | — | $7.4M | 7.3% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $7.4M | 7.3% | |
| JPMorgan SMARTRET 2030 -R6 | — | — | — | $6.4M | 6.3% | |
| Vanguard TOT BND MKT IND ADM | — | — | — | $6.3M | 6.2% | |
| JPMorgan SMARTRETIRE 2035 - R6 | — | — | — | $5.7M | 5.6% | |
| BlackRock ISHARES RUSSELL MIDCAP INDEX K | — | — | — | $4.7M | 4.6% | |
| Columbia SM CAP IDX INST | — | — | — | $4.6M | 4.5% | |
| JPMorgan SMARTRET 2040 -R6 | — | — | — | $4.6M | 4.5% | |
| JPMorgan SMARTRETIRE 2045 - R6 | — | — | — | $4.5M | 4.5% | |
| Wasatch CORE GROWTH INST | — | — | — | $3.9M | 3.9% | |
| JPMorgan SMARTRETIRE 2055 - R6 | Mutual Funds | — | — | $3.6M | 3.6% | |
| JPMorgan SMARTRETIRE 2025- R6 | — | — | — | $3.5M | 3.4% | |
| MFS INTERNATIONAL GROWTH R6 | — | — | — | $3.0M | 3.0% | |
| BlackRock HIGH YIELD K | — | — | — | $2.9M | 2.8% | |
| JPMorgan SMARTRETIRE 2050 - R6 | — | — | — | $2.8M | 2.7% | |
| MFS RESEARCH INTERNATIONAL - R6 | — | — | — | $2.3M | 2.3% | |
| Thornburg STRAT INC R6 | — | — | — | $2.2M | 2.2% | |
| Victory Capital VICTORY INTL SMALL CAP I | — | — | — | $1.7M | 1.7% | |
| Notes receivable from participants Interest rates 4.25% to 9.50% | — | — | — | $1.4M | 1.4% | |
| JPMorgan SMARTRET 2020 -R6 | — | — | — | $1.3M | 1.3% | |
| JPMorgan SMARTRET INC -R6 | — | — | — | $799K | 0.8% | |
| JPMorgan SMARTRETIRE 2060- R6 | — | — | — | $96K | <0.1% | |
| Allspring SPECIAL MC VAL R6 | — | — | — | $55K | <0.1% | |
| FEDERATED HERMES CAP PRES IP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |