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Original filing (PDF)20251014182803NAL0001758867001
ATALCO, LLC
Form 5500
FILING_RECEIVED
ATALCO, LLC SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN
Health & welfare plan
Signals · 2
58% in single holdingNo recordkeeper disclosed
Active participants
351
Accounts w/ balance
—
Plan assets (EOY)
$570K
Net assets (EOY)
$570K
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s Blackrock Total Return Fund Mutual Funds" is 58% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATALCO, LLC.
Plan sponsor
Name
ATALCO, LLC
EIN
81-4054864
Address
P. O. BOX 3370 · 1111 AIRLINE HIGHWAY 61 · GRAMERCY, LA · 700523370
Phone
(225) 869-2100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4C · Supplemental Unemployment
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
3 direct securities· $568K(100% of reported assets)
Mutual Funds
$329K
1 holding
Uncategorized
$240K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Total Return Fund Mutual Funds | Mutual Funds | — | $398K | $329K | 57.7% | |
| PIMCO income Fund Mutual Funds | — | — | $207K | $181K | 31.7% | |
| Cash Equivalent * Custody Bank of America Cash Equivalent | — | — | $59K | $59K | 10.4% |
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