# Advanced Technology & Research Corp. 401(k) Plan
Source: https://planprovider.pro/companies/advanced-technology-research-corp-401k-plan

> Advanced Technology & Research Corp.'s 401(k) plan: 140 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 & Research Corp.

- **Sponsor EIN:** 520977059

- **Sponsor Address:** 12301 KILN COURT, BELTSVILLE, MD, 20705

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

- **Total Participants:** 140

- **Total Assets:** $27.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|140|$27.0M|$416,831|$1.1M|

| 2023|124|$23.0M|$263,834|$935,699|

| 2022|101|$19.8M|$245,956|$850,092|

## 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|

| BDO USA, P.C.|Auditor|$25,266|—|$25,266|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,266

- **Estimated Expense Ratio:** 0.093% 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|$27,556|—|—|$25,266|—|

| 2023|$19,763|—|—|—|—|

| 2022|$1,138|—|$1,138|—|—|

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