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Original filing (PDF)20251015135556NAL0002527635001
ATALCO GRAMERCY LLC
Form 5500
FILING_RECEIVED
ATALCO LLC HOURLY EMPLOYEE PENSION PLAN
Defined-benefit pension plan
Signals · 1
55% in single holding
Active participants
392
Accounts w/ balance
—
Plan assets (EOY)
$30.1M
Net assets (EOY)
$30.1M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "iShares U.S. Aggregate Bond Index Fund Mutual Fund" is 55% of plan.
- 50 bps in Schedule C fees — 73% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATALCO GRAMERCY LLC.
Plan sponsor
Name
ATALCO GRAMERCY LLC
EIN
81-4138276
Address
1111 AIRLINE HIGHWAY · GRAMERCY, LA · 70052
Phone
(225) 869-2242
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 13-5674085 | — | ADMIN/RECORDKEEPING | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | INVESTMENT MANAGEMENT | $60K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | ACTUARY/CONSULTING | $36K | — |
Investments
4 direct securities· $26.3M(87% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares U.S. Aggregate Bond Index Fund Mutual Fund | — | — | $6.6M | $14.5M | 48.3% | |
| iShares Total US Stock Market Index Fund Mutual Fund | — | — | $8.6M | $8.0M | 26.5% | |
| iShares MSCI EAFE International Index Fund Mutual Fund | — | — | $3.2M | $3.7M | 12.3% | |
| Blackrock Treasury Trust Fund Money Market Fund | — | — | $88K | $88K | 0.3% |
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