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Original filing (PDF)20251014082407NAL0001111187001
AMERICAN TRACK SERVICES, LLC
Form 5500
FILING_RECEIVED
AMERICAN TRACK SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
419
Accounts w/ balance
222
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN TRACK SERVICES, LLC.
Plan sponsor
Name
AMERICAN TRACK SERVICES, LLC
EIN
61-1801108
Address
3950 FOSSIL CREEK BLVD · SUITE 106 · FT. WORTH, TX · 76137
Phone
(866) 498-1542
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
WHITLEY PENN 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 | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $14K | — |
Investments
34 direct securities· $7.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund Institutional Premium Class | — | — | — | $1.2M | 15.7% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class | — | — | — | $929K | 12.5% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class | — | — | — | $735K | 9.9% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class | — | — | — | $707K | 9.5% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class | — | — | — | $571K | 7.7% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class | — | — | — | $559K | 7.5% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class | — | — | — | $471K | 6.3% | |
| with various due dates -0- | — | — | — | $358K | 4.8% | |
| Fidelity 500 Index Fund | — | — | — | $261K | 3.5% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $242K | 3.3% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class | — | — | — | $229K | 3.1% | |
| Fidelity International Index Fund | — | — | — | $161K | 2.2% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class | — | — | — | $157K | 2.1% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class | — | — | — | $156K | 2.1% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $124K | 1.7% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $99K | 1.3% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $80K | 1.1% | |
| Vanguard Equity- Income Fund Admiral Shares | — | — | — | $63K | 0.8% | |
| Fidelity Short-Term Bond Index Fund | — | — | — | $54K | 0.7% | |
| Fidelity Mid Cap Growth Index Fund | — | — | — | $52K | 0.7% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class | — | — | — | $43K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $30K | 0.4% | |
| Capital Group American Funds International Vantage Fund - R-6 | — | — | — | $27K | 0.4% | |
| Victory Capital Victory Sycamore Established Value Fund Class A | — | — | — | $23K | 0.3% | |
| MFS Massachusetts Investors Growth Stock Fund Class R6 | — | — | — | $21K | 0.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $21K | 0.3% | |
| Fidelity Small Cap Growth Index Fund | — | — | — | $18K | 0.2% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class | — | — | — | $17K | 0.2% | |
| T. Rowe Price Institutional Floating Rate Fund | — | — | — | $17K | 0.2% | |
| Vanguard Balanced Index Fund Admiral Shares | — | — | — | $16K | 0.2% | |
| Fidelity Mid Cap Value Index Fund | — | — | — | $11K | 0.1% | |
| Fidelity Small Cap Value Index Fund | — | — | — | $10K | 0.1% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class | — | — | — | $8K | 0.1% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $1K | <0.1% |
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