Plan Snapshot
- Plan Sponsor: Advanced Technology Leaders, INC
- Sponsor EIN: 901134145
- Sponsor Address: 4811 TECHNOLOGY DRIVE, MARTINEZ, GA, 30907
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 152 | $5.0M | $367,840 | $852,540 |
| 2023 | 240 | $4.4M | $411,318 | $878,251 |
| 2022 | 228 | $2.8M | $358,984 | $788,089 |
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 |
|---|---|---|---|---|
| SME CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,843 | $13,635 | $14,208 | — | — |
| 2023 | $10,099 | $5,130 | $4,969 | — | — |
| 2022 | $2,550 | — | — | — | — |