ATX PEO Services, Inc.'s EIN is 92-1119949.
Download the official 2024 Form 5500 (PDF) for ATX PEO Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATX PEO Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.3M | 12.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.9M | 11.2% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $3.0M | 8.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.9M | 8.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.5M | 7.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.0M | 5.5% | |
| Nyveen Large Cap GR IDX R6 | Common Collective Trusts | — | — | $1.9M | 5.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.9M | 5.3% | |
| Loan Contributions Pending Repayments are Contributions Not Corrected Correction in included: X Corrected Outside VFCP $ | Other securities | — | $1.8M | $1.8M | 5.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.6M | 4.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.4M | 3.9% | |
| Charles Schwab Trust Charles Schwab Bank PCRA | Self-Directed Brokerage | — | — | $1.1M | 3.0% | |
| Capital Group American FD American Bal FD R6 | Common Stocks | — | — | $921K | 2.6% | |
| Fidelity Advisor Strtgic Div & Inc Z | Mutual Funds | — | — | $839K | 2.4% | |
| Putnam Large Cap Value FD R6 | Mutual Funds | — | — | $578K | 1.6% | |
| Vanguard Target Retirement Income Investment | Mutual Funds | — | — | $572K | 1.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $449K | 1.3% | |
| Fuller & Thaler Fuller & Thaler Bhvrl Sm Cap Eq R6 | Other securities | — | — | $434K | 1.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $368K | 1.0% | |
| Vanguard Financials Index Admiral Class | Mutual Funds | — | — | $368K | 1.0% | |
| Participant Loans 8.5% - 9.5% | Bonds / Notes | — | — | $348K | 1.0% | |
| Capital Group American Funds New Perspective R6 | Mutual Funds | — | — | $338K | 1.0% | |
| MFS Blended Research Mid Cap EQ R6 | Mutual Funds | — | — | $336K | 1.0% | |
| Vanguard Information Technology Index Ad | Mutual Funds | — | — | $286K | 0.8% | |
| Capital Group American Fund Bond FD of Amer R6 | Common Stocks | — | — | $260K | 0.7% | |
| Charles Schwab Trust Bank Savings | Mutual Funds | — | — | $235K | 0.7% | |
| a. b. c. d. e. Issuer Description Cost Current Value American Century American Century Small Cap Gwth R6 | Other securities | — | — | $224K | 0.6% | |
| Vanguard Small Cap Value Index Fund Admi | Common Collective Trusts | — | — | $204K | 0.6% | |
| JP Morgan JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $203K | 0.6% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $185K | 0.5% | |
| DFA Inflation Protected Securities | Mutual Funds | — | — | $180K | 0.5% | |
| Vanguard Intermediate Term Treasury Index | Mutual Funds | — | — | $169K | 0.5% | |
| Parnassus Core Eqty FD Inv | Other securities | — | — | $165K | 0.5% | |
| Invesco Oppenheimer Gold & Special Minerals R6 | Mutual Funds | — | — | $160K | 0.5% | |
| Fidelity Value K | Mutual Funds | — | — | $144K | 0.4% | |
| Vanguard Energy Index Admiral Class | Mutual Funds | — | — | $139K | 0.4% | |
| Vanguard Health Care Index Fund Admiral | Common Collective Trusts | — | — | $129K | 0.4% | |
| DFA Global Alloc 25/75 Port Inst CL | Mutual Funds | — | — | $124K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $115K | 0.3% | |
| Vanguard Hi-Yield Corp Fund Admiral | Mutual Funds | — | — | $88K | 0.2% | |
| Calvert Flexible Bond I 352 Clearbridge Intl Growth Funds | Other securities | — | — | $77K | 0.2% | |
| Goldman Sachs Goldman Sachs Growth Strategy R6 | Other securities | — | — | $51K | 0.1% | |
| Vanguard Industrials Index Admiral Class | Mutual Funds | — | — | $41K | 0.1% | |
| Cohen & Steers Cohen & Steers Realty Instl Shares | Other securities | — | — | $36K | 0.1% | |
| Vanguard Tax Managed Bal FD Adm | Mutual Funds | — | — | $29K | <0.1% | |
| Janus Henderson Developed Word BD N | Mutual Funds | — | — | $15K | <0.1% | |
| JP Morgan JPMorgan Investor Growth R6 | Other securities | — | — | $11K | <0.1% | |
| Vanguard Short-Term Corporate Bonc Inx | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
