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Original filing (PDF)20251014112125NAL0005665746001
ATLAS TECHNICAL CONSULTANTS, LLC
Form 5500
FILING_RECEIVED
ATLAS TECHNICAL CONSULTANTS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,506
Accounts w/ balance
4,554
Plan assets (EOY)
$326.2M
Net assets (EOY)
$326.3M
How this plan invests
This plan
17 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 109% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLAS TECHNICAL CONSULTANTS, LLC.
Plan sponsor
Name
ATLAS TECHNICAL CONSULTANTS, LLC
EIN
82-2810953
Address
8911 NORTH CAPITAL OF TEXAS HIGHWAY · BUILDING 3, SUITE 3100 · AUSTIN, TX · 78759
Phone
(512) 851-1503
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $411K | — |
| BAKER TILLY VIRCHOW KRAUSE, LLP | 39-0859910 | — | NONE | $91K | — |
| RPS RETIREMENT PLAN ADVISORS | 74-2589344 | — | NONE | $60K | — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | NONE | $60K | — |
| MID ATLANTIC TRUST COMPANY | 27-3169253 | — | NONE | $60K | — |
Investments
18 direct securities · 17 pooled funds· $326.1M(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
$155.8M
17 holdings
Uncategorized
$120.0M
17 holdings
Mutual Funds
$50.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE RETIREMENT GREAT GRAY TRUST COMPANY, LLC · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $51.9M | 15.9% | |
| Vanguard 500 Index Fund Admiral N/R | Mutual Funds | — | — | $50.3M | 15.4% | |
| FLEXPATH INDEX MODERATE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $40.7M | 12.5% | |
| FLEXPATH INDEX MODERATE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $33.0M | 10.1% | |
| Shares Fidelity Investments Fidelity Balanced K6 Fund N/R | — | — | — | $31.8M | 9.8% | |
| FLEXPATH INDEX MODERATE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $20.7M | 6.3% | |
| Vanguard Mid-Cap Index Fund Admiral N/R | — | — | — | $13.3M | 4.1% | |
| Shares JP Morgan JPMorgan Investor Growth Fund Class N/R | — | — | — | $12.0M | 3.7% | |
| R6 Fidelity Investments Fidelity Small Cap Index Fund N/R | — | — | — | $9.8M | 3.0% | |
| Self-Directed Brokerage Account Charles Schwab Self-Directed Brokerage Accounts N/R | — | — | — | $8.2M | 2.5% | |
| Carillon Reams Carillon Reams Core Bond Fund Class N/R | — | — | — | $7.1M | 2.2% | |
| Interest-Bearing Cash Account * Mid Atlantic Trust Company Deposit Management Program I N/R | — | — | — | $6.9M | 2.1% | |
| R-6 Vanguard Developed Markets Index N/R | — | — | — | $5.9M | 1.8% | |
| FLEXPATH INDEX MODERATE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $5.1M | 1.6% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 10.00% $0 | — | — | — | $3.8M | 1.2% | |
| Fund Admiral Shares Fidelity Investments Fidelity Advisor Asset Manager 20% Z N/R | — | — | — | $3.6M | 1.1% | |
| Fund Artisan Partners Artisan High Income Fund Institutional N/R | — | — | — | $3.6M | 1.1% | |
| Shares Fidelity Investments Fidelity Advisor Health Care Z Fund N/R | — | — | — | $3.5M | 1.1% | |
| Vanguard Real Estate Index Fund N/R | — | — | — | $2.8M | 0.9% | |
| Admiral Shares JP Morgan JPMorgan Emerging Markets Equity N/R | — | — | — | $2.4M | 0.7% | |
| Fund Class R6 Vanguard Energy Fund Admiral Shares N/R | — | — | — | $2.3M | 0.7% | |
| FLEXPATH INDEX AGGRESSIVE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $1.9M | 0.6% | |
| Loomis Sayles Loomis Sayles Limited Term N/R | — | — | — | $1.9M | 0.6% | |
| Government and Agency Fund Class Y Pacific Investment Management PIMCO International Bond Fund (U.S. N/R | — | — | — | $973K | 0.3% | |
| FLEXPATH INDEX CONSERVATIVE RETIREM GREAT GRAY TRUST COMPANY, LLC · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $788K | 0.2% | |
| FLEXPATH INDEX AGGRESSIVE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $725K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE 2035 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $247K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $229K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN GREAT GRAY TRUST COMPANY, LLC · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $184K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $176K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2045 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $133K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2055 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% |
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