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Original filing (PDF)20251010144410NAL0007892081001
ECOM ATLANTIC, INC.
Form 5500
FILING_RECEIVED
THE COMMODITIES GROUP 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
165
Accounts w/ balance
197
Plan assets (EOY)
$48.2M
Net assets (EOY)
$48.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECOM ATLANTIC, INC..
Plan sponsor
Name
ECOM ATLANTIC, INC.
EIN
75-0257410
Address
13760 NOEL ROAD · SUITE 500 · DALLAS, TX · 75240
Phone
(214) 522-1717
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
HM&M GROUP LLC
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 | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Investments
27 direct securities· $46.3M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fid Contrafund K6 Registered investment company | — | — | — | $7.7M | 16.0% | |
| Fid Govt Mmkt K6 Interest bearing cash | — | — | — | $6.0M | 12.4% | |
| Fid 500 Index Registered investment company | — | — | — | $5.4M | 11.1% | |
| Fid Freedom 2035 K Registered investment company | — | — | — | $2.5M | 5.1% | |
| Fid Freedom 2040 K Registered investment company | — | — | — | $2.4M | 5.1% | |
| Fid Diversifd Intl K Registered investment company | — | — | — | $2.3M | 4.8% | |
| Mfs Value R6 Registered investment company | — | — | — | $2.2M | 4.5% | |
| Gs Mid Cp Growth R6 Registered investment company | — | — | — | $2.2M | 4.5% | |
| Fid Freedom 2020 K Registered investment company | — | — | — | $1.8M | 3.8% | |
| Fid Mid Cap Stock K Registered investment company | — | — | — | $1.6M | 3.3% | |
| Fid Total Bond K6 Registered investment company | — | — | — | $1.5M | 3.0% | |
| Fid Freedom 2050 K Registered investment company | — | — | — | $1.4M | 2.9% | |
| Fid Freedom 2045 K Registered investment company | — | — | — | $1.3M | 2.7% | |
| Fid Us Bond Idx Registered investment company | — | — | — | $1.2M | 2.6% | |
| Fid Freedom 2060 K Registered investment company | — | — | — | $1.1M | 2.2% | |
| Fid Sm Cap Idx Registered investment company | — | — | — | $959K | 2.0% | |
| Fid Freedom 2030 K Registered investment company | — | — | — | $861K | 1.8% | |
| Fid Freedom 2025 K Registered investment company | — | — | — | $808K | 1.7% | |
| Amcent Infl Adjbd R5 Registered investment company | — | — | — | $767K | 1.6% | |
| Rbc Emrg Mkts Eq I Registered investment company | — | — | — | $749K | 1.6% | |
| Victory S Estb Val I Registered investment company | — | — | — | $655K | 1.4% | |
| Fid Glb Ex Us Idx Registered investment company | — | — | — | $486K | 1.0% | |
| Fid Freedom 2055 K Registered investment company | — | — | — | $197K | 0.4% | |
| Nb Real Estate R6 Registered investment company | — | — | — | $170K | 0.4% | |
| Fid Freedom 2010 K Registered investment company | — | — | — | $73K | 0.2% | |
| Fid Freedom 2065 K Registered investment company | — | — | — | $42K | <0.1% | |
| Fid Freedom Inc K Registered investment company | — | — | — | $19K | <0.1% |
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