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Original filing (PDF)20251013125416NAL0000617763001
ATLANTIC GEOCONSTRUCTION HOLDINGS, INC.
Form 5500
FILING_RECEIVED
ATLANTIC GEOCONSTRUCTION HOLDINGS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
243
Accounts w/ balance
269
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTIC GEOCONSTRUCTION HOLDINGS, INC..
Plan sponsor
Name
ATLANTIC GEOCONSTRUCTION HOLDINGS, INC.
EIN
82-3690201
Address
413 BROWNING CT · PURCELLVILLE, VA · 201326171
Phone
(703) 771-9844
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TOOLE KATZ & ROEMERSMA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST N.A. | 16-1486454 | — | RETAINED BY EMPLOYER | $30K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $23K | — |
Investments
31 direct securities · 1 pooled fund· $14.5M(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.
Uncategorized
$13.9M
31 holdings
Common Collective Trust
$549K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd Mutual Fund | — | — | — | $2.1M | 14.5% | |
| Amer Target 2055 Fund R14 Mutual Fund | — | — | — | $1.3M | 8.9% | |
| Putnam Large Cap Growth R6 Mutual Fund | — | — | — | $1.2M | 8.2% | |
| Amer Target 2050 Fund R13 Mutual Fund | — | — | — | $1.0M | 7.0% | |
| Amer Target 2040 Fund R11 Mutual Fund | — | — | — | $993K | 6.9% | |
| Amer Target 2060 Fund R15 Mutual Fund | — | — | — | $824K | 5.7% | |
| Amer Target 2045 Fund R12 Mutual Fund | — | — | — | $789K | 5.4% | |
| American New Perspective R6 Mutual Fund | — | — | — | $615K | 4.2% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $607K | 4.2% | |
| METLIFE STABLE VALUE SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $549K | 3.8% | |
| American EuroPacific Growth R6 Mutual Fund | — | — | — | $531K | 3.7% | |
| Amer Target 2035 Fund R10 Mutual Fund | — | — | — | $483K | 3.3% | |
| Amer Target 2025 Fund R8 Mutual Fund | — | — | — | $443K | 3.1% | |
| Amer Target 2030 Fund R9 Mutual Fund | — | — | — | $359K | 2.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $307K | 2.1% | |
| The Bond Fund of America R6 Mutual Fund | — | — | — | $302K | 2.1% | |
| Amer Target 2065 Fund R16 Mutual Fund | — | — | — | $291K | 2.0% | |
| Participant loans Various maturity dates through March 2032 interest rates range from of 4.25% to 9.50% | — | — | — | $284K | 2.0% | |
| Fidelity Sm Cap Index Fund Mutual Fund | — | — | — | $275K | 1.9% | |
| American Balanced Fund R6 Mutual Fund | — | — | — | $223K | 1.5% | |
| BlackRock High Yld Bd Prt K Mutual Fund | — | — | — | $223K | 1.5% | |
| Allspring Spc Mid Cap Value R6 Mutual Fund | — | — | — | $199K | 1.4% | |
| MFS Mid Cap Growth Fund R6 Mutual Fund | — | — | — | $160K | 1.1% | |
| DFA US Small Cap Val Port I Mutual Fund | — | — | — | $146K | 1.0% | |
| Fidelity US Bond Index Fd Mutual Fund | — | — | — | $87K | 0.6% | |
| ClearBridge Sm Cap Gr IS Mutual Fund | — | — | — | $81K | 0.6% | |
| JPMorgan US Govt MMkt Cap Cl Mutual Fund | — | — | — | $63K | 0.4% | |
| American New World Fund R6 Mutual Fund | — | — | — | $52K | 0.4% | |
| DFA Inflation-Protect Secs I Mutual Fund | — | — | — | $9K | <0.1% | |
| Amer Target 2010 Fund R6 Mutual Fund | — | — | — | $7K | <0.1% | |
| Amer Target 2015 Fund R7 Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Strategic Income Z Mutual Fund | — | — | — | $2K | <0.1% |
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