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Original filing (PDF)20251015121731NAL0002274611001
CONTACT US TELESERVICES, INC.
Form 5500
FILING_RECEIVED
ATENTO 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
130
Accounts w/ balance
138
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
1 pooled trust
Schedule D
19 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTACT US TELESERVICES, INC..
Plan sponsor
Name
CONTACT US TELESERVICES, INC.
EIN
83-0485900
Address
3350 SW 148TH ST · SUITE #200 · MIRAMAR, FL · 33027
Phone
(210) 993-5976
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
Investments
18 direct securities · 1 pooled fund· $1.3M(99% 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.
Registered Investment Companies
$1.3M
18 holdings
Common Collective Trust
$28K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $249K | 18.7% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $174K | 13.1% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $155K | 11.6% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $142K | 10.7% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $119K | 8.9% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $91K | 6.8% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $89K | 6.7% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $59K | 4.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $50K | 3.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $28K | 2.1% | |
| FID FREEDOM INDEX 2010 PREMIER 256 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $26K | 2.0% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $23K | 1.7% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $23K | 1.7% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $19K | 1.4% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $19K | 1.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $18K | 1.4% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $17K | 1.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $14K | 1.1% | |
| FID FREEDOM INDEX INC PREMIER 730 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $5K | 0.4% |
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