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Original filing (PDF)20251009163641NAL0006914673001
ATRIUM INSIGHT INC.
Form 5500
FILING_RECEIVED
ATRIUM INSIGHT INC. 401(K)
401(k) retirement plan
Active participants
110
Accounts w/ balance
145
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.2M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATRIUM INSIGHT INC..
Plan sponsor
Name
ATRIUM INSIGHT INC.
EIN
82-4061741
Address
7983 PASEO ESMERADO · CARLSBAD, CA · 92009
Phone
(406) 570-4625
Industry
Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | — | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | — | — | INVESTMENT ADVISOR | $4K | — |
Investments
27 direct securities· $12.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/A | — | — | — | $2.6M | 21.2% | |
| American Funds Target 2040 R6 Fund N/A | — | — | — | $1.3M | 10.6% | |
| T. Rowe Price Growth Stock Fund N/A | — | — | — | $1.1M | 9.3% | |
| American Funds Target 2045 R6 Fund N/A | — | — | — | $884K | 7.2% | |
| American Funds Target 2050 R6 Fund N/A | — | — | — | $850K | 6.9% | |
| American Funds Target 2055 R6 Fund N/A | — | — | — | $790K | 6.4% | |
| American Funds Target 2060 R6 Fund N/A | — | — | — | $741K | 6.0% | |
| American Funds Target 2035 R6 Fund N/A | — | — | — | $589K | 4.8% | |
| Vanguard Explorer Admiral Fund N/A | — | — | — | $423K | 3.4% | |
| JP Morgan Equity Income R6 Fund N/A | — | — | — | $412K | 3.3% | |
| Fidelity Extended Market Fund N/A | — | — | — | $320K | 2.6% | |
| Fidelity Global Ex US Index Fund N/A | — | — | — | $315K | 2.6% | |
| American Funds Target 2030 R6 Fund N/A | — | — | — | $304K | 2.5% | |
| Fidelity US Bond Index Fund N/A | — | — | — | $289K | 2.4% | |
| Vanguard Federal Money Market Money market funds N/A | — | — | — | $210K | 1.7% | |
| Blackrock High Yield Bond Fund N/A | — | — | — | $186K | 1.5% | |
| Principal Global Real Estate Securities Fund N/A | — | — | — | $173K | 1.4% | |
| American Funds New World R6 Fund N/A | — | — | — | $116K | 0.9% | |
| American Funds EuroPacific Growth R6 Fund N/A | — | — | — | $112K | 0.9% | |
| American Beacon International Equity Fund N/A | — | — | — | $112K | 0.9% | |
| American Funds Target 2025 R6 Fund N/A | — | — | — | $101K | 0.8% | |
| American Funds Target 2065 R6 Fund N/A | — | — | — | $68K | 0.6% | |
| Fidelity Inflation Protected Bond Index Fund N/A | — | — | — | $61K | 0.5% | |
| PGIM Total Return Bond R6 Fund N/A | — | — | — | $61K | 0.5% | |
| Participant loans Interest rates range from 4.25% to 9.50% N/A | — | — | — | $60K | 0.5% | |
| JP Morgan Small Cap Value R6 Fund N/A | — | — | — | $55K | 0.4% | |
| AB Global Bond Fund N/A | — | — | — | $16K | 0.1% |
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