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Original filing (PDF)20251014205359NAL0001832643001
ATX PEO SERVICES, INC.
Form 5500
FILING_RECEIVED
ATARAXIS PEO RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
~114 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,470
Accounts w/ balance
1,397
Plan assets (EOY)
$35.3M
Net assets (EOY)
$35.3M
How this plan invests
This plan
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 114 bps in Schedule C fees — 292% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATX PEO SERVICES, INC..
Plan sponsor
Name
ATX PEO SERVICES, INC.
EIN
92-1119949
Address
600 NORTH CURTIS ROAD · SUITE 101 · BOISE, ID · 83706
Phone
(208) 906-2636
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JASON F. CLAUSEN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $204K | — |
| CLEAR CREEK FINANCIAL MANAGEMENT, L | 46-5392613 | — | NONE | $174K | — |
| ATX PEO SERVICES, INC. | 92-1119949 | — | NONE | $17K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $6K | — |
Investments
48 direct securities· $37.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.3M | 12.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $3.9M | 11.2% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $3.0M | 8.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.9M | 8.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.5M | 7.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.0M | 5.5% | |
| Nyveen Large Cap GR IDX R6 | — | — | — | $1.9M | 5.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.9M | 5.3% | |
| Loan Contributions Pending Repayments are Contributions Not Corrected Correction in included: X Corrected Outside VFCP $ | — | — | $1.8M | $1.8M | 5.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.6M | 4.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.4M | 3.9% | |
| Charles Schwab Trust Charles Schwab Bank PCRA | — | — | — | $1.1M | 3.0% | |
| Capital Group American FD American Bal FD R6 | — | — | — | $921K | 2.6% | |
| Fidelity Advisor Strtgic Div & Inc Z | — | — | — | $839K | 2.4% | |
| Putnam Large Cap Value FD R6 | — | — | — | $578K | 1.6% | |
| Vanguard Target Retirement Income Investment | — | — | — | $572K | 1.6% | |
| Fidelity International Index Fund | — | — | — | $449K | 1.3% | |
| Fuller & Thaler Fuller & Thaler Bhvrl Sm Cap Eq R6 | — | — | — | $434K | 1.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $368K | 1.0% | |
| Vanguard Financials Index Admiral Class | — | — | — | $368K | 1.0% | |
| Participant Loans 8.5% - 9.5% | — | — | — | $348K | 1.0% | |
| Capital Group American Funds New Perspective R6 | — | — | — | $338K | 1.0% | |
| MFS Blended Research Mid Cap EQ R6 | — | — | — | $336K | 1.0% | |
| Vanguard Information Technology Index Ad | — | — | — | $286K | 0.8% | |
| Capital Group American Fund Bond FD of Amer R6 | — | — | — | $260K | 0.7% | |
| Charles Schwab Trust Bank Savings | — | — | — | $235K | 0.7% | |
| a. b. c. d. e. Issuer Description Cost Current Value American Century American Century Small Cap Gwth R6 | — | — | — | $224K | 0.6% | |
| Vanguard Small Cap Value Index Fund Admi | — | — | — | $204K | 0.6% | |
| JP Morgan JPMorgan Mid Cap Growth Fund R6 | — | — | — | $203K | 0.6% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $185K | 0.5% | |
| DFA Inflation Protected Securities | — | — | — | $180K | 0.5% | |
| Vanguard Intermediate Term Treasury Index | — | — | — | $169K | 0.5% | |
| Parnassus Core Eqty FD Inv | — | — | — | $165K | 0.5% | |
| Invesco Oppenheimer Gold & Special Minerals R6 | — | — | — | $160K | 0.5% | |
| Fidelity Value K | — | — | — | $144K | 0.4% | |
| Vanguard Energy Index Admiral Class | — | — | — | $139K | 0.4% | |
| Vanguard Health Care Index Fund Admiral | — | — | — | $129K | 0.4% | |
| DFA Global Alloc 25/75 Port Inst CL | — | — | — | $124K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $115K | 0.3% | |
| Vanguard Hi-Yield Corp Fund Admiral | — | — | — | $88K | 0.2% | |
| Calvert Flexible Bond I 352 Clearbridge Intl Growth Funds | — | — | — | $77K | 0.2% | |
| Goldman Sachs Goldman Sachs Growth Strategy R6 | — | — | — | $51K | 0.1% | |
| Vanguard Industrials Index Admiral Class | — | — | — | $41K | 0.1% | |
| Cohen & Steers Cohen & Steers Realty Instl Shares | — | — | — | $36K | 0.1% | |
| Vanguard Tax Managed Bal FD Adm | — | — | — | $29K | <0.1% | |
| Janus Henderson Developed Word BD N | — | — | — | $15K | <0.1% | |
| JP Morgan JPMorgan Investor Growth R6 | — | — | — | $11K | <0.1% | |
| Vanguard Short-Term Corporate Bonc Inx | — | — | — | $7K | <0.1% |
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