# Advanced Atomization Technologies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/advanced-atomization-technologies-llc-401k-plan

> Advanced Atomization Technologies, LLC's 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Advanced Atomization Technologies, LLC

- **Sponsor EIN:** 352455703

- **Sponsor Address:** 124 COLUMBIA ST., CLYDE, NY, 14433

- **Plan Type:** 401(k)

- **Total Participants:** 342

- **Total Assets:** $47.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|342|$47.2M|$2.2M|$2.0M|

| 2023|321|$39.3M|$2.1M|$1.8M|

| 2022|286|$30.9M|$1.8M|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FORTE CAPITAL LLC|ADVISOR|$59,428|—|$59,428|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$55,267|—|$55,267|

| STOKES, VISCA, HUCKO & BARONE, CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORTE CAPITAL LLC](https://planprovider.pro/provider/forte-capital-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $114,695

- **Estimated Expense Ratio:** 0.243% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$95,075|$49,250|—|—|—|

| 2023|$75,289|$67,996|—|—|—|

| 2022|$70,999|—|—|—|—|

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