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Original filing (PDF)20251006102617NAL0001988723001
ATLAS HEALTHCARE, LLC
Form 5500
FILING_RECEIVED
ATLAS HEALTHCARE, LLC 401K PLAN
401(k) retirement plan
Active participants
3,685
Accounts w/ balance
637
Plan assets (EOY)
$27.5M
Net assets (EOY)
$27.5M
How this plan invests
This plan
30 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 17% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLAS HEALTHCARE, LLC.
Plan sponsor
Name
ATLAS HEALTHCARE, LLC
EIN
84-2084149
Address
1815 LAKEWOOD RD., SUITE 233 · TOMS RIVER, NJ · 08753
Phone
(732) 927-7080
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEVINE & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $6K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | 04-3523567 | — | PAYING AGENT | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARKWOOD ASSOCIATES INC. | 71-0960754 | — | PLAN ADMINISTRATOR | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALAN GOODMAN CPA PC | 26-1556810 | — | ACCOUNTANT/AUDITOR | $10K | — |
Investments
30 direct securities· $26.8M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS FID FDM IDX 2040 IPR | — | — | $195K | $4.8M | 17.5% | |
| FIDELITY INVESTMENTS FID FDM IDX 2030 IPR | — | — | $222K | $4.5M | 16.3% | |
| FIDELITY INVESTMENTS FID FDM IDX 2035 IPR | — | — | $167K | $3.9M | 14.2% | |
| FIDELITY INVESTMENTS FID FDM IDX 2025 IPR | — | — | $168K | $3.1M | 11.3% | |
| FIDELITY INVESTMENTS FID FDM IDX 2045 IPR | — | — | $81K | $2.1M | 7.6% | |
| FIDELITY INVESTMENTS FID FDM IDX 2020 IPR | — | — | $130K | $2.0M | 7.5% | |
| FIDELITY INVESTMENTS FID FDM IDX 2050 IPR | — | — | $70K | $1.8M | 6.6% | |
| FIDELITY INVESTMENTS FID 500 INDEX | — | — | $6K | $1.1M | 4.1% | |
| FIDELITY INVESTMENTS FID FDM IDX 2055 IPR | — | — | $32K | $675K | 2.5% | |
| SEPARATE ACCOUNTS SHARES/UNITS * FIDELITY INVESTMENTS HARBOR CAP APP RET | — | — | $5K | $617K | 2.2% | |
| FIDELITY INVESTMENTS AF AMER MUTUAL R6 | — | — | $8K | $442K | 1.6% | |
| FIDELITY INVESTMENTS FID FDM IDX 2015 IPR | — | — | $20K | $282K | 1.0% | |
| FIDELITY INVESTMENTS FID FDM IDX 2010 IPR | — | — | $20K | $252K | 0.9% | |
| FIDELITY INVESTMENTS FID FDM IDX 2060 IPR | — | — | $13K | $243K | 0.9% | |
| INTEREST-BEARING CASH * FIDELITY INVESTMENTS FA GOVT MMKT DM | — | — | — | $171K | 0.6% | |
| FIDELITY INVESTMENTS AC LARGE CAP EQ R6 | — | — | $3K | $170K | 0.6% | |
| FIDELITY INVESTMENTS FID FDM IDX INC IPR | — | — | $13K | $147K | 0.5% | |
| FIDELITY INVESTMENTS FID FDM IDX 2065 IPR | — | — | $5K | $71K | 0.3% | |
| FIDELITY INVESTMENTS FID SM CAP GR IDX | — | — | $2K | $69K | 0.3% | |
| FIDELITY INVESTMENTS AS SPL MID CP VAL R6 | — | — | $1K | $50K | 0.2% | |
| FIDELITY INVESTMENTS FID MID CAP GR IDX | — | — | $1K | $46K | 0.2% | |
| FIDELITY INVESTMENTS FA INTL CAP APP A | — | — | $1K | $36K | 0.1% | |
| FIDELITY INVESTMENTS FID MID CAP IDX 603.79 | — | — | — | $20K | <0.1% | |
| FIDELITY INVESTMENTS FID TOTAL INTL IDX | — | — | $1K | $17K | <0.1% | |
| FIDELITY INVESTMENTS FID TOTAL BOND K6 | — | — | $2K | $17K | <0.1% | |
| FIDELITY INVESTMENTS FID ST TR BD IDX | — | — | $2K | $16K | <0.1% | |
| FIDELITY INVESTMENTS FID US BOND IDX | — | — | $2K | $16K | <0.1% | |
| FIDELITY INVESTMENTS FIDELITY GOVT INCOME | — | — | $2K | $16K | <0.1% | |
| FIDELITY INVESTMENTS FID REAL ESTATE IDX 685.76 | — | — | — | $11K | <0.1% | |
| FIDELITY INVESTMENTS AM CENT SMCAP VAL R6 908.64 | — | — | — | $10K | <0.1% |