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Original filing (PDF)20251013050521NAL0000837569001
ATI PAYROLL SERVICES, LLC
Form 5500
FILING_RECEIVED
ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Active participants
1,912
Accounts w/ balance
1,062
Plan assets (EOY)
$55.6M
Net assets (EOY)
$55.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATI PAYROLL SERVICES, LLC.
Plan sponsor
Name
ATI PAYROLL SERVICES, LLC
EIN
93-0003212
Address
3360 E. LA PALMA AVE. · ANAHEIM, CA · 92806
Phone
(714) 283-9990
Industry
Admin Support & Waste Mgmtsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $72K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $59K | — |
Investments
30 direct securities · 2 pooled funds· $54.0M(97% 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.
Registered Investment Companies
$51.8M
30 holdings
Common Collective Trust
$2.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $8.0M | 14.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $6.0M | 10.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $5.2M | 9.4% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $4.1M | 7.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.2M | 5.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.1M | 5.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.9M | 5.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.6M | 4.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.5M | 4.5% | |
| BLK TECH OPPS FUND - K | Registered Investment Companies | — | — | $2.2M | 3.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.1M | 3.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.0M | 3.6% | |
| PUT LARGE CAP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $999K | 1.8% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $763K | 1.4% | |
| COHEN STEERS US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $709K | 1.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $638K | 1.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $607K | 1.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $604K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $545K | 1.0% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $512K | 0.9% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $501K | 0.9% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $488K | 0.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $479K | 0.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $422K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $380K | 0.7% | |
| MFS NEW DISCOVERY VALUE R6 | Registered Investment Companies | — | — | $318K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $302K | 0.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $257K | 0.5% | |
| BLACKROCK INFL PROTECT BOND K | Registered Investment Companies | — | — | $90K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $61K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $29K | <0.1% |