Plan Snapshot
- Plan Sponsor: Advanced Technology International
- Sponsor EIN: 571067151
- Sponsor Address: 315 SIGMA DRIVE, SUMMERVILLE, SC, 294867790
- Plan Type: 403(b)
- Total Participants: 365
- Total Assets: $54.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 365 | $54.3M | $2.4M | $3.0M |
| 2023 | 344 | $48.9M | $2.3M | $2.8M |
| 2022 | 330 | $38.8M | $2.1M | $2.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $46,741 | — | $46,741 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,741
- Estimated Expense Ratio: 0.086% 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 | $46,741 | — | $46,741 | — | — |
| 2023 | $35,970 | — | $35,970 | — | — |
| 2022 | $35,595 | — | $35,595 | — | — |