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Original filing (PDF)20251014161947NAL0006776562001
CARDTRONICS USA, INC.
Form 5500
FILING_RECEIVED
NCR ATLEOS SAVINGS PLAN
401(k) retirement plan
Active participants
2,950
Accounts w/ balance
3,031
Plan assets (EOY)
$417.0M
Net assets (EOY)
$416.9M
How this plan invests
This plan
13 pooled trusts
Schedule D
22 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDTRONICS USA, INC..
Plan sponsor
Name
CARDTRONICS USA, INC.
EIN
76-0419117
Address
864 SPRING STREET NW · ATLANTA, GA · 30308
Phone
(832) 308-4999
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $155K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $69K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | 43-1451524 | — | PLAN ADMINISTRATOR | $25K | — |
Investments
10 direct securities · 13 pooled funds· $422.9M(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.
Common Collective Trust
$361.7M
13 holdings
Uncategorized
$61.3M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NTGI SP500 EQ INDEX NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $67.7M | 16.2% | |
| BTC LPATH IDX RET W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1103620 / PN 001 | Common Collective Trust | — | — | $61.2M | 14.7% | |
| BTC LPTH IDX 2035 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1053383 / PN 001 | Common Collective Trust | — | — | $50.6M | 12.1% | |
| BTC LPTH IDX 2030 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1035932 / PN 001 | Common Collective Trust | — | — | $42.5M | 10.2% | |
| BTC LPTH IDX 2040 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1054299 / PN 001 | Common Collective Trust | — | — | $34.9M | 8.4% | |
| BTC LPTH IDX 2045 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1081115 / PN 001 | Common Collective Trust | — | — | $33.6M | 8.1% | |
| BTC LPTH IDX 2050 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1081397 / PN 001 | Common Collective Trust | — | — | $24.4M | 5.9% | |
| BTC LPTH IDX 2055 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1102204 / PN 001 | Common Collective Trust | — | — | $14.4M | 3.5% | |
| OAKMARK R6 Mutual Funds | — | — | — | $13.1M | 3.2% | |
| NTGI RUS 2000 EQ IDX NORTHERN TRUST · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $10.0M | 2.4% | |
| JPM US GOVT MM CAP Mutual Funds | — | — | — | $9.7M | 2.3% | |
| FIDELITY MID CAP IDX Mutual Funds | — | — | — | $9.3M | 2.2% | |
| Participant loans various maturities | — | — | — | $9.1M | 2.2% | |
| Brokerage Link Self-Directed Accounts | — | — | — | $7.4M | 1.8% | |
| NTGI COLL EAFE INDX NORTHERN TRUST ASSET MANAGEMENT · EIN 45-6138589 / PN 212 | Common Collective Trust | — | — | $7.3M | 1.8% | |
| NTGI-QM AGGREGATE BOND INDX FD Common Collective Trust Fund | — | — | — | $6.5M | 1.6% | |
| NT AGGREG BOND INDEX NORTHERN TRUST ASSET MANAGEMENT · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $6.5M | 1.6% | |
| BTC LPTH IDX 2060 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1102365 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.4% | |
| DODGE & COX INT SK X Mutual Funds | — | — | — | $3.0M | 0.7% | |
| BTC LPTH IDX 2065 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1130439 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.6% | |
| EV INC FUND BOSTON I Mutual Funds | — | — | — | $1.4M | 0.3% | |
| FIDELITY LT TR BD IDX Mutual Funds | — | — | — | $884K | 0.2% | |
| FIDELITY INFL PR BD IDX Mutual Funds | — | — | — | $855K | 0.2% |
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