Plan Snapshot
- Plan Sponsor: Advanced Technology Holding, LLC
- Sponsor EIN: 264662192
- Sponsor Address: 11111 SUNSET HILLS RD, SUITE 130, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 495
- Total Assets: $325.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 495 | $325.4M | $8.1M | $8.9M |
| 2023 | 460 | $304.5M | $7.4M | $8.5M |
| 2022 | 469 | $262.2M | $7.4M | $8.2M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP, INC. | Recordkeeper | $107,322 | — | $107,322 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,322
- Estimated Expense Ratio: 0.033% 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 | $112,632 | $95,984 | $3,300 | — | — |
| 2023 | $103,159 | — | $3,600 | — | — |
| 2022 | $100,775 | — | $100,775 | — | — |