Atlas Technical Consultants, LLC's EIN is 82-2810953.
Download the official 2024 Form 5500 (PDF) for Atlas Technical Consultants, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atlas Technical Consultants, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPS RETIREMENT PLAN ADVISORS | 74-2589344 | — | NONE | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $411K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BAKER TILLY VIRCHOW KRAUSE, LLP |
| 39-0859910 |
| — |
| NONE |
| $91K |
| — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | NONE | $60K | — |
| MID ATLANTIC TRUST COMPANY | 27-3169253 | — | NONE | $60K | — |
| PI | % 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 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $13.3M | 4.1% | |
| Shares JP Morgan JPMorgan Investor Growth Fund Class N/R | Other securities | — | — | $12.0M | 3.7% | |
| R6 Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $9.8M | 3.0% | |
| Self-Directed Brokerage Account Charles Schwab Self-Directed Brokerage Accounts N/R | Self-Directed Brokerage | — | — | $8.2M | 2.5% | |
| Carillon Reams Carillon Reams Core Bond Fund Class N/R | Other securities | — | — | $7.1M | 2.2% | |
| Interest-Bearing Cash Account * Mid Atlantic Trust Company Deposit Management Program I N/R | Cash / Money Market | — | — | $6.9M | 2.1% | |
| R-6 Vanguard Developed Markets Index N/R | Mutual Funds | — | — | $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 | Bonds / Notes | — | — | $3.8M | 1.2% | |
| Fund Admiral Shares Fidelity Investments Fidelity Advisor Asset Manager 20% Z N/R | Mutual Funds | — | — | $3.6M | 1.1% | |
| Fund Artisan Partners Artisan High Income Fund Institutional N/R | Other securities | — | — | $3.6M | 1.1% | |
| Shares Fidelity Investments Fidelity Advisor Health Care Z Fund N/R | Mutual Funds | — | — | $3.5M | 1.1% | |
| Vanguard Real Estate Index Fund N/R | Common Collective Trusts | — | — | $2.8M | 0.9% | |
| Admiral Shares JP Morgan JPMorgan Emerging Markets Equity N/R | Other securities | — | — | $2.4M | 0.7% | |
| Fund Class R6 Vanguard Energy Fund Admiral Shares N/R | Mutual Funds | — | — | $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 | Other securities | — | — | $1.9M | 0.6% | |
| Government and Agency Fund Class Y Pacific Investment Management PIMCO International Bond Fund (U.S. N/R | Mutual Funds | — | — | $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% |
