Retirement plan

ATLAS DATA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN

Name: ATLAS DATA SYSTEMS, LLC - ATLAS DATA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ATLAS DATA SYSTEMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLAS DATA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN, ATLAS DATA SYSTEMS, LLC

ATLAS DATA SYSTEMS, LLCEIN 22-3564176Plan #002PY 2025

400 CONNELL DRIVE, SUITE 600 - BERKELEY HEIGHTS, NJ 07922908-519-2193atlasdata.netLinkedIn1-10 employees

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$16.1M

+6.8% from 2024

Total participants

365

-5.2% from 2024

Average account balance

$59,098

+6.8% from 2024

Annual return

16.51%

-2.70 pp from 2024

Benchmarks

See 2,863 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort2,863 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$16.07M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$59K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

272

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

54.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.51%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$349

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 3 by compensation

Provider	Service type	Compensation
LPL FINANCIAL7 years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236	Advisory (Plan)	$70,111
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930	Recordkeeping	$24,828
ASCENSUS LLC1 year Service code 55 · EIN 11-3665754	Other Commissions	$0

Plan features & details

Pension benefit codes2A2S2E3D2G2J2F2T3F

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$95K

$468 / participant

Investment mgmt$70K73.8%
Contract admin$25K26.2%

% of EOY assets

0.591%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PLANCHECK CPAS, LLC
Auditor EIN: 842614035
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,098

$100,923-41.4%

$150,045-60.6%

$74,304-20.5%

Participation rate

54.2%

70.1%-15.9pp

82.3%-28.1pp

60.3%-6.2pp

Annual return

16.51%

51.77%-35.3pp

62.55%-46.0pp

29.43%-12.9pp

Employer contribution / active EE

$3,463-100.0%

$4,693-100.0%

$2,241-100.0%

Participant deferral / active EE

$8,686

$6,709+29.5%

$7,997+8.6%

$3,767+130.6%

Admin fee / account holder

$349

$2,767-87.4%

$13,435-97.4%

$2,969-88.2%

Provider

Service type

Compensation

LPL FINANCIAL7 years

Filed as: LPL FINANCIAL - RPCP

Service code 27 · EIN 95-2834236

Advisory (Plan)

$70,111

THE VANGUARD GROUP, INC.7 years

Service code 15 · EIN 23-1945930

Recordkeeping

$24,828

ASCENSUS LLC1 year

Service code 55 · EIN 11-3665754

Other Commissions

ATLAS DATA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLAS DATA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion