Back to filter
Original filing (PDF)20251012192901NAL0000659793001
ATKINS KROLL, INC.
Form 5500
FILING_RECEIVED
ATKINS KROLL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
216
Accounts w/ balance
251
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATKINS KROLL, INC..
Plan sponsor
Name
ATKINS KROLL, INC.
EIN
94-2254396
Address
443 SOUTH MARINE CORPS DRIVE · TAMUNING, GU · 96913
Phone
(671) 646-1876
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
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
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASC TRUST, LLC | — | HAGATNA, GU | TRUSTEE | $6K | — |
Investments
42 direct securities · 2 pooled funds· $25.1M(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.
Uncategorized
$15.9M
42 holdings
Common Collective Trust
$9.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ASC DYNAMIC RETIREMENT TRUST ASC TRUST, LLC · EIN 66-0886903 / PN 001 | Common Collective Trust | — | — | $9.1M | 56.6% | |
| Vanguard Institutional Index I Mutual Fund; 4,455 units | — | — | $4K | $2.1M | 13.3% | |
| Select Target Date Profile 2035 Common/Collective Trust Fund; 85,447 units | — | — | $85K | $1.6M | 10.2% | |
| Select Target Date Profile 2030 Common/Collective Trust Fund; 81,510 units | — | — | $82K | $1.4M | 8.9% | |
| Select Target Date Profile 2040 Common/Collective Trust Fund; 70,573 units | — | — | $71K | $1.4M | 8.9% | |
| Fidelity® Select Software & IT Svcs Port Mutual Fund; 48,118 units | — | — | $48K | $1.3M | 8.2% | |
| Select Target Date Profile 2025 Common/Collective Trust Fund; 64,945 units | — | — | $65K | $1.1M | 6.7% | |
| 6.25% per annum with maturity dates through 2044 | — | — | — | $904K | 5.6% | |
| Select Target Date Profile 2045 Common/Collective Trust Fund; 40,134 units | — | — | $40K | $836K | 5.2% | |
| DRT Growth for Retirement Common/Collective Trust Fund; 34,643 units | — | — | $35K | $778K | 4.9% | |
| Fidelity® Inv MM Fds Money Market I Money Market Mutual Fund; 587,618 units | — | — | $588K | $614K | 3.8% | |
| Select Target Date Profile 2055 Common/Collective Trust Fund; 21,020 units | — | — | $21K | $439K | 2.7% | |
| DRT Balanced Fund Common/Collective Trust Fund; 23,261 units | — | — | $23K | $435K | 2.7% | |
| Select Target Date Profile 2050 Common/Collective Trust Fund; 18,032 units | — | — | $18K | $377K | 2.4% | |
| BlackRock Health Sciences Opps Instl Mutual Fund; 4,050 units | — | — | $4K | $272K | 1.7% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund; 3,184 units | — | — | $3K | $248K | 1.6% | |
| Select Target Date Profile 2060 Common/Collective Trust Fund; 9,964 units | — | — | $10K | $191K | 1.2% | |
| Vanguard Total Bond Market Index I Mutual Fund; 19,335 units | — | — | $19K | $183K | 1.1% | |
| Vanguard Mid Cap Index Institutional Mutual Fund; 2,394 units | — | — | $2K | $173K | 1.1% | |
| Select Target Date Profile 2015 Common/Collective Trust Fund; 10,682 units | — | — | $11K | $157K | 1.0% | |
| PRIMECAP Odyssey Stock Mutual Fund; 4,090 units | — | — | $4K | $137K | 0.9% | |
| Select Target Date Profile 2020 Common/Collective Trust Fund; 8,386 units | — | — | $8K | $131K | 0.8% | |
| Harbor Capital Appreciation Instl Mutual Fund; 1,081 units | — | — | $1K | $123K | 0.8% | |
| iShares Gold Trust Mutual Fund; 2,223 units | — | — | $2K | $110K | 0.7% | |
| DRT Conservative Fund Common/Collective Trust Fund; 6,763 units | — | — | $7K | $95K | 0.6% | |
| iShares US Energy ETF Mutual Fund; 2,092 units | — | — | $2K | $95K | 0.6% | |
| Vanguard Total Intl Stock Index I Mutual Fund; 705 units | — | — | — | $89K | 0.6% | |
| STABLE VALUE FUND C WELLS FARGO BANK NA · EIN 76-0727727 / PN 001 | Common Collective Trust | — | $1K | $81K | 0.5% | |
| Franklin Small-Mid Cap Growth A Mutual Fund; 2,031 units | — | — | $2K | $79K | 0.5% | |
| Brown Advisory Growth Equity Inv Mutual Fund; 4,444 units | — | — | $4K | $73K | 0.5% | |
| Select Target Date Profile 2010 Common/Collective Trust Fund; 3,285 units | — | — | $3K | $46K | 0.3% | |
| JPMorgan Small Cap Growth A Mutual Fund; 2,482 units | — | — | $2K | $44K | 0.3% | |
| AMG TimesSquare Small Cap Growth I Mutual Fund; 3,160 units | — | — | $3K | $41K | 0.3% | |
| Putnam Large Cap Value Y Mutual Fund; 1,184 units | — | — | $1K | $41K | 0.3% | |
| Allspring Emerging Markets Equity Inst Mutual Fund; 1,510 units | — | — | $2K | $39K | 0.2% | |
| Nationwide Institutional Service Mutual Fund; 1,203 units | — | — | $1K | $37K | 0.2% | |
| Causeway International Value Instl Mutual Fund; 1,899 units | — | — | $2K | $35K | 0.2% | |
| VanEck Global Resources Fund Y Mutual Fund; 929 units | — | — | — | $35K | 0.2% | |
| Select Target Date Profile 2065 Common/Collective Trust Fund; 1,967 units | — | — | $2K | $23K | 0.1% | |
| JHancock Disciplined Value Mid Cap R6 Mutual Fund; 567 units | — | — | — | $15K | <0.1% | |
| Vanguard Real Estate Index Institutional Mutual Fund; 605 units | — | — | — | $12K | <0.1% | |
| BlackRock Inflation Protected Bond Instl Mutual Fund; 734 units | — | — | — | $7K | <0.1% | |
| Wasatch Small Cap Value Institutional Mutual Fund; 653 units | — | — | — | $7K | <0.1% | |
| MFS International Growth I Mutual Fund; 35 units | — | — | — | $2K | <0.1% |
Related plans
Other plans using ASC TRUST, LLC
UNITED AIRLINES, INC.
CONTINENTAL MICRONESIA, INC. 401(K) SAVINGS PLAN
$194.0M · 1,019 participants
GUAM HEALTHCARE DEVELOPMENT, INC.
GUAM REGIONAL MEDICAL CITY 401(K) RETIREMENT SAVINGS PLAN
$42.1M · 935 participants
BANKGUAM HOLDING COMPANY
BANKGUAM HOLDING COMPANY 401(K) RETIREMENT SAVINGS PLAN
$32.4M · 466 participants
TELEGUAM HOLDINGS LLC
TELEGUAM HOLDINGS LLC 401(K) PLAN
$32.2M · 420 participants
CPL PACIFIC, LLC
CPL PACIFIC 401(K) SAVINGS PLAN
$26.4M · 727 participants
DZSP 21 LLC
DZSP 21 LLC RETIREMENT SAVINGS PLAN
$24.9M · 622 participants
Similar-size Retail Trade plans
SIMMONS ROCKWELL
SIMMONS ROCKWELL RETIREMENT PLAN
$16.0M · 218 participants
BUD CLARY CHEVROLET, INC.
BUD CLARY AUTOMOTIVE GROUP 401(K) PLAN
$16.0M · 586 participants
O'DANIEL AUTOMOTIVE, INC.
O'DANIEL AUTOMOTIVE GROUP 401(K) SAVINGS PLAN
$16.0M · 226 participants
POHANKA OLDSMOBILE GMC
POHANKA OLDSMOBILE GMC 401(K) PLAN
$16.0M · 159 participants
BOB BAKER ENTERPRISES, INC.
BOB BAKER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND T
$16.1M · 199 participants
GREGG YOUNG CHEVROLET, INC.
GREGG YOUNG AUTOMOTIVE GROUP 401(K) PLAN
$15.9M · 447 participants
Large plans in Guam
CALVO ENTERPRISES, INC.
CALVO ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$20.6M · 242 participants
TAKECARE INSURANCE COMPANY, INC.
TAKECARE INSURANCE COMPANY, INC. SAVINGS & PROFIT SHARING PLAN
$19.8M · 170 participants
DOCOMO PACIFIC INC.
DOCOMO PACIFIC INC. 401(K) PROFIT SHARING PLAN
$16.5M · 393 participants