# Advanced Technology Leaders, INC 401(k) Plan
Source: https://planprovider.pro/companies/advanced-technology-leaders-inc-401k-plan

> Advanced Technology Leaders, INC's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$14,579|—|$14,579|

| MERRILL LYNCH, PIERCE, FENNER&SMITH|RETAINED BY EMPLOYER|$13,264|—|$13,264|

| SME CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,843

- **Estimated Expense Ratio:** 0.553% 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|$27,843|$13,635|$14,208|—|—|

| 2023|$10,099|$5,130|$4,969|—|—|

| 2022|$2,550|—|—|—|—|

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