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Original filing (PDF)20251015151552NAL0006741200001

ATKINS US HOLDINGS, INC.

Form 5500
FILING_RECEIVED
ATKINSREALIS US RETIREMENT SAVINGS PROGRAM
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,326
Accounts w/ balance
6,702
Plan assets (EOY)
$894.6M
Net assets (EOY)
$894.6M
How this plan invests
This plan
15 pooled trusts
Schedule D
15 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATKINS US HOLDINGS, INC..
Plan sponsor
Name
ATKINS US HOLDINGS, INC.
EIN
98-0180721
Address
CORPORATE CREATIONS · 1209 ORANGE STREET · WILMINGTON, DE · 19801
Phone
(713) 295-4835
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER, KAPLAN, ARASE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930NONE$261K
VANGUARD ADVISERS INC.23-2811930NONE$116K
NFP RETIREMENT33-0905143NONE$45K
MILLER KAPLAN ARASE LLP95-2036255NONE$17K

Investments

15 pooled funds· $554.8M(62% 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.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
VFTC TARGET RET 2035 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001
Common Collective Trust
$91.2M10.2%
VFTC TARGET RET 2030 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001
Common Collective Trust
$81.4M9.1%
VFTC TARGET RET 2040 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001
Common Collective Trust
$76.4M8.5%
VFTC TARGET RET 2025 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001
Common Collective Trust
$70.7M7.9%
VFTC TARGET RET 2045 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001
Common Collective Trust
$58.9M6.6%
VFTC TARGET RET 2020 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001
Common Collective Trust
$51.0M5.7%
VFTC TARGET RET 2050 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001
Common Collective Trust
$38.9M4.4%
VFTC RET SAVINGS TRUST III
VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024
Common Collective Trust
$22.9M2.6%
VFTC TARGET RET 2055 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001
Common Collective Trust
249,569.442$18.4M$22.8M2.5%
VFTC TARGET RET INCOME TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001
Common Collective Trust
$22.6M2.5%
VFTC TARGET RET 2060 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001
Common Collective Trust
$9.9M$13.2M1.5%
VFTC TARGET RET 2065 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001
Common Collective Trust
$2.8M0.3%
BLACKROCK EMERGING MKT FUND II; L1
GREAT GRAY TRUST COMPANY · EIN 20-3802262 / PN 008
Common Collective Trust
$1.6M0.2%
VFTC TARGET RET 2070 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001
Common Collective Trust
$288K<0.1%
VFTC TARGET RET INCOME &GROWTH TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001
Common Collective Trust
$72K<0.1%