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Original filing (PDF)20251015142957NAL0010075426001
ATLANTIC VISION PARTNERS LLC
Form 5500
FILING_RECEIVED
ATLANTIC VISION PARTNERS LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
477
Accounts w/ balance
212
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTIC VISION PARTNERS LLC.
Plan sponsor
Name
ATLANTIC VISION PARTNERS LLC
EIN
83-3403293
Address
11 S 12TH STREET STE 300A · RICHMOND, VA · 23219
Phone
(804) 533-6770
Industry
Health Care & Social Assistancesee 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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PB MARES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Investments
30 direct securities · 1 pooled fund· $10.5M(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
$10.1M
30 holdings
Common Collective Trust
$401K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2045 K6 | — | 107,417.671 | $1.2M | $1.4M | 13.8% | |
| FID CONTRAFUND K6 | — | 38,555.395 | $798K | $1.2M | 11.4% | |
| FID 500 INDEX | — | 5,851.244 | $883K | $1.2M | 11.4% | |
| FID FREEDOM 2035 K6 | — | 69,323.868 | $990K | $1.1M | 10.3% | |
| FID FREEDOM 2040 K6 | — | 60,340.205 | $597K | $694K | 6.6% | |
| FID FREEDOM 2025 K6 | — | 43,204.24 | $543K | $586K | 5.6% | |
| FID FREEDOM 2030 K6 | — | 28,037.605 | $446K | $490K | 4.7% | |
| FID FREEDOM 2050 K6 | — | 32,144.061 | $389K | $438K | 4.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | 400,642.45 | $401K | $401K | 3.8% | |
| FID FREEDOM 2055 K6 | — | 24,939.73 | $339K | $394K | 3.8% | |
| FID US BOND IDX | — | 35,027.119 | $361K | $358K | 3.4% | |
| PUTN LG CAP VAL R6 | — | 10,101.993 | $312K | $348K | 3.3% | |
| FID INTL INDEX | — | 6,890.864 | $321K | $328K | 3.1% | |
| AF BALANCED R6 | — | 5,687.131 | $176K | $195K | 1.9% | |
| EV AC SMID CAP R6 | — | 4,277.003 | $152K | $180K | 1.7% | |
| FID FREEDOM 2060 K6 | — | 10,271.437 | $132K | $149K | 1.4% | |
| MFS INTL GROWTH R6 | — | 3,390.628 | $139K | $140K | 1.3% | |
| FT BEHAV SM-CPEQ R6 | — | 2,988.686 | $123K | $136K | 1.3% | |
| FID TOTAL BOND K6 | — | 14,143.839 | $125K | $123K | 1.2% | |
| FID FREEDOM 2065 K6 | — | 7,374.246 | $85K | $98K | 0.9% | |
| JH DSCPL VAL MDCP R6 | — | 3,612.377 | $94K | $97K | 0.9% | |
| CBA SM CAP GR IS | — | 2,010.209 | $80K | $80K | 0.8% | |
| AF NEW WORLD R6 | — | 994.051 | $75K | $77K | 0.7% | |
| FID FREEDOM INC K6 | — | 5,850.835 | $60K | $62K | 0.6% | |
| FID MID CAP IDX | — | 1,558.485 | $44K | $53K | 0.5% | |
| FID SM CAP IDX | — | 1,659.644 | $39K | $46K | 0.4% | |
| PIMCO INCOME INST | — | 3,927.454 | $41K | $41K | 0.4% | |
| FID FREEDOM 2015 K6 | — | 1,941.27 | $21K | $22K | 0.2% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $13K | 0.1% | |
| FID FREEDOM 2020 K6 | — | 700.567 | $9K | $10K | <0.1% | |
| FID GOVT MMKT K6 | — | 2,589.87 | $3K | $3K | <0.1% |
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