Original filing (PDF)20251006132753NAL0003693233001

ATLANTIC SQUARED SUPPLY LLC

Name: ATLANTIC SQUARED SUPPLY LLC — ATLANTIC SQUARED SUPPLY, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ATLANTIC SQUARED SUPPLY LLC

Form 5500

FILING_RECEIVED

ATLANTIC SQUARED SUPPLY, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

97% in single holding

Active participants

530

Accounts w/ balance

502

Plan assets (EOY)

$15.2M

Net assets (EOY)

$15.2M

How this plan invests

This plan

1 pooled trust

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTIC SQUARED SUPPLY LLC.

Plan sponsor

Name

ATLANTIC SQUARED SUPPLY LLC

EIN

86-2655577

Address

3 CALEDON COURT SUITE A2 · GREENVILLE, SC · 29615

Phone

(919) 776-0721

Industry

Wholesale Tradesee 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

2025-10-06

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS LIFE INSURANCE CORPORATION	47-0098400	—	BUNDLED RECORDKEEPER	$11K	—

Investments

2 direct securities · 1 pooled fund· $15.2M(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.

Pooled Separate Account

$14.7M

1 holding

Uncategorized

$508K

2 holdings